Meet the Team
Please use the links below to learn more about the team.
Scott Truter
Chartered Wealth Manager
Fiona Lawson
Head of Client Servicing and Administration
Joe I’Anson
Client Services Administrator
Karen Gilbert
Practice Operations Manager
Karen Smith
Associate Senior Paraplanner
Martin Smith
Paraplanner
Andrea Slattery
Paraplanner
Helen Aldred
Client Protection Manager
