UNIQUE. IN ANY NUMBER OF WAYS

Here are some headline numbers to give you a better feel for what we’re all about. Scroll down to understand how we’re part of a bigger business and how this can benefit you...

THE TEAM

IT’S A PEOPLE THING. ALWAYS HAS BEEN.

The culture we’ve created is something special. We’ve built a vibrant working environment. Our team are all trusted to make decisions, manage their own time and work flexibly. We’re all engaged in our work and what we can achieve for our clients.

Creaseys Wealth Team

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BEN WAITE

Relationship Partner

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KAREN RITCHIE

Relationship Manager

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ABI THOMAS

Financial Planner

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ED LEWIS-SMITH

Client Services Associate

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Leadership Team

SIMON LINLEY

Director

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EMMA ROBERTS

Director

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STEPHEN JONES

CEO

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TAX

NICOLA MACAULAY

Private Client Director

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TERRY SHEPHARD

Head of Corporate and Business Tax

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Supported by the Cooper Parry Team

EMILY BAKER-GAUNT

Marketing Manager

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TRACEY CORBETT

Client Delivery Manager

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IAN TOWNSHEND

Business Development Manager

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MARC PATTERSON-MIK

Portfolio Team Manager

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OUR AWARDS

TAKE A PEEK INSIDE OUR TROPHY CABINET

We achieve great things for our clients and that’s what matters to us most. And over the past few years, we’ve been very proud to win several major industry awards.

But, winning isn’t all about the trophy.

It gives our team confidence and reassures our clients they made a great decision to work with us. And it also helps us measure our success against our vision to be the best.

Creaseys Tolley's Taxation Awards 2016

IFP - Building Excellence Award 2012

IFP - Accredited Firms Award Winner 2015 - Recognising Excellence

New Model - Adviser of the Year 2016

Professional Adviser - Best Financial Advisers to Work For 2019

OUR ACCREDITATIONS

In addition to our cabinet full of trophies, we are also delighted to have received a number of other accreditations. These recognise how we look after our clients and our people.

JOIN US

YOU’LL FIT RIGHT IN.

Seeing clients achieve the lifestyle they want is what makes us tick. To make this happen, we need to hire and develop the best talent in the industry.

We’re growing fast and always on the lookout for the right people. Whether you’re a Paraplanner who loves interacting with clients and getting stuck in to the detail, or someone who wants to manage and build client relationships – we’d be happy to hear from you.

IF YOU LIKE WHAT YOU SEE, FILL OUT THE FORM BELOW.