| David Hurst |
Managing Director |
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David is the Managing Director of Coach House. He looks after high net worth clients and the wealth management team. David has extensive knowledge and experience of pensions |
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| Tim Maakestad Dip PFS |
Director |
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Tim is a pensions specialist advising and arranging SIPPs, commercial property purchase using pensions and the taking of retirement benefits. |
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| Julia Parsons BA (Hons) APFS MCR |
Director |
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Julia is a Chartered Financial Planner advising on a wide range of financial requirements including investments, long term care and corporate schemes. Julia is also responsible for compliance within Coach House. |
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| Lee Hayward |
Financial Planning Manager |
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Lee provides advice on protection plans together with all round financial planning advice. |
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Paul Howson
APFS |
Chartered Financial Planner |
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Paul is a Chartered Financial Planner and a long term care specialist who has a wealth of experience in retirement planning. |
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| Tom Barnett DipPFS IMC |
Financial Planning Manager |
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Tom is an investment and trusts specialist who also arranges and advises on pensions both for private clients and corporate schemes. |