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  1. Lisa Dowie Client Service Support

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  2. Lisa Tait Financial Planner

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  3. Louise Fowler Business Operations Assistant

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  4. Martyn Paterson Chartered Financial Planner

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  5. Mary Mills Client Service Support

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  6. Neil Folan Risk & Compliance Manager

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  7. Rachel Hamilton Financial Planning Associate

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  8. Richard Johnston Chartered Financial Planner

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  9. Ross White Financial Planning Associate

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  10. Sarah Giles Operations Director

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  11. Sarah Philliben Financial Planning Associate

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