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The Team

The Team

The Client Relationship Management Team

Based in Haydock, our Client Relationship Team is focused on providing support, guidance and technical input to both investors and their financial advisers. The team also undertakes all of the administration for the investments made with us by investors. All enquiries are dealt with in a prompt, professional and friendly manner.

If you would like to speak to a member of the team, please call Peter Steele, Tina Fitzgerald or Tracey Tomlinson on 01942 295985.

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Tina Fitzgerald

Client Relations Associate

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Tina Fitzgerald

Client Relations Associate


Tina is responsible for processing and administration of new and existing investments, as well as helping advisers and investor with any queries they may have.

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Tracey Tomlinson

Client Relations Associate

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Tracey Tomlinson

Client Relations Associate


Tracey is responsible for processing and administration of new and existing investments, as well as helping advisers and investor with any queries they may have.

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Peter Steele

Head of Sales Operations

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Peter Steele

Head of Sales Operations


Peter heads the Client Relationship Team. In addition, he is responsible for providing guidance and technical support to advisers, intermediaries and reviewers regarding our product range.