Our People – Professional Advisers

Our People

Each of our Account Executives are highly qualified investment managers who in contributing to the firm’s investment management process, are central to the delivery of our investment services. They are available to deal with all queries raised by existing investment services clients on a timely basis. They are also well positioned to provide comment on the make-up and suitability of investments held by clients considering this service.

andy-morris

ANDY MORRIS

Chartered FCSI

Andy joined the company in 1999 and progressed to manager of the company’s former Burnley office before moving into the Investment Services Division in Preston, where he now holds the role of Chief Investment Officer. In his spare time Andy plays football, enjoys keeping fit and watches his local team, Blackburn Rovers.

peter-hayes

PETER HAYES

Chartered FCSI

Peter joined the company in 2002, since when he has gained extensive experience in the management of clients’ investments. Having previously managed the company’s Southport office, Peter is now based out of our Investment Services Division in Preston, where he looks after those individual investors and professional advisers in the Preston area. He also participates on each of the company’s investment management committees. Outside the office, Peter enjoys spending as much time as possible with his young family keeping them entertained. He also enjoys playing football and, from time to time, likes to take in a game at the Macron Stadium watching his local team Bolton Wanderers.

brad-waring

BRAD WARING

Chartered FCSI

Brad joined the company in 2012 having gained over 10 years prior experience in the management of clients’ investments. Brad is based at our Blackpool office from where he looks after those individual investors and professional advisers based on the Fylde Coast and bordering areas. He also participates on each of the company’s investment management committees. Away from the office Brad enjoys spending time with his young family and likes to keep active enjoying squash and swimming.

MarkSeddon4

MARK SEDDON

Chartered FCSI

Mark joined the company in February 2019. He has worked in the investment industry for over 30 years and is based in our Kendal office. In his free time Mark has a keen interest in history and also likes to keep up to date with current affairs. At weekends he likes to spend time with his family and enjoys going to the gym and watching rugby.

paul-davidson

PAUL DAVIDSON

Chartered FCSI

Paul joined the company in 2008 having gained over 10 years prior experience in the management of clients’ investments. Paul is based at our Formby office from where he looks after those individual investors and professional advisers in the Southport/Formby and Merseyside area. He also participates on each of the company’s investment management committees. Away from the office, Paul enjoys spending most of his time with his young daughter but does occasionally get time to attend his local gym and watch the odd rugby match.

chris-gawne

CHRIS GAWNE

Chartered FCSI

Chris joined the company in 2000 since when he has gained extensive experience in the management of clients’ investments. Chris is based at the Investment Services Division in Preston from where he looks after those individual investors and professional advisers in the Burnley and broader East Lancashire area. He also participates on each of the company’s investment management committees. Away from the office Chris enjoys watching football with Everton his main passion, and also spending time with his family.

alex-snaith

ALEX SNAITH

Chartered MSCI

Alex joined the company in 2016, having gained over 8 years prior experience of working within the financial services industry. He is based at the Kendal office where amongst other things he assists Gareth Dyer in looking after those individual investors and professional advisers based in the Lake District and bordering areas. He also assists the company’s investment management committees. Away from the office, Alex enjoys hiking in the Lake District, keeping fit and playing golf. He is also a keen cook and likes to push his food boundaries whenever possible.

Online Services Manager

paul-swalow

PAUL SWALLOW

Associate Director / Platform Services Manager

Paul joined the company in 2009 as Online Services Manager, becoming an Associate Director in November, 2017. He now has responsibility for overseeing the company’s Online Services, Outsourced Administration and Human Resources.

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01772 318 760

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