Our Team

Click on each team member to find out more about them.

Richard Douglas

Director / Financial Adviser

Ricky Rotherforth

Director / Financial Adviser

Heather Hiett

Financial Adviser

David Roberts

Financial Adviser

Jack Amery

Financial Adviser

Ross Megretton

Financial Adviser

Lee Gibson

Financial Adviser

Gill Davies

Personal Assistant

Susan Bridge

Personal Assistant

Daniel Leach

Personal Assistant

Get In Touch

We’d love to hear from you. Contact us via the below or complete the form and one of our friendly team will be in touch.

Address

Oakworth House, 45 Newgate, Pontefract, West Yorkshire, WF8 1NB.

Email Address

[email protected]

Phone Number

01977 600020

We'll only use the data you choose to enter here so that we can chat about your query. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. Take a look at our privacy policy for more info.