Marc Cohen

Managing Director

Marc started as an adviser and is now the Managing Director of the company, with many years of experience in the industry. He possesses a wealth of knowledge and expertise, which he brings to the table when working with clients. Marc has a passion for managing teams of advisers to deliver exceptional service and results. In his spare time, he enjoys exploring his interests in sports, food, and travel. Marc is committed to continuously learning and growing in his field to provide the best advice and service to his clients. His ultimate goal is to help clients achieve their financial goals and live their best lives.

Ricky Kennet

Head of Advice

Ricky is a highly motivated and team-oriented individual with strong people and communication skills, as well as the ability to build long-standing relationships and client trust. He thrives on the challenge of assessing various client needs before promoting effective solutions. Ricky prioritises his family and loves spending time with his wife and two boys. He enjoys playing football, traveling, exploring new foods, watching movies, and pursuing his passion for photography. With his diverse interests and skills, Ricky is dedicated to delivering exceptional service and making a positive impact in his personal and professional life.

Anita Hutchings

Office Manager

Anita has 40 years of experience in the financial services industry, working with brokers and providers. Her exceptional organisational skills, methodical approach, and attention to detail ensure efficient and effective task completion. She enjoys cooking, gardening, and painting in her free time. Anita is dedicated to providing exceptional support and making a positive impact in her workplace and community, leveraging her extensive experience and diverse interests.

Adam Klein

Adviser

With 10 years of experience as an insurance adviser, Adam has earned multiple accolades for his success in the industry. His exceptional people skills have helped him build long-term relationships with clients. Adam's passion for networking has contributed to a robust client base. He's an avid Spurs fan and football player, having represented Great Britain in the World and European Maccabi Games as a player and manager. Adam's diverse interests and skills enable him to make a positive impact both in his professional and personal life.

Adam Rosenthal

Adviser

Adam has two years of experience in the protection industry and is skilled in working with clients. He has worked across diverse industries and is a proactive multitasker who thrives under pressure. Adam is a creative problem-solver, dedicated, patient, and takes an unconventional approach. He excels in interpersonal communication and is an enthusiastic team player. Outside of work, he enjoys food, travel, photography, football, golf, and tennis.

Candida Cohn

Adviser

Candida, a highly experienced Adviser, has 15+ years in Financial advising internationally and is now based in the UK with an array of qualifications. Her exceptional communication skills, empathy, thoroughness, and trustworthiness have earned her a top-notch professional reputation. Candida's hobbies include singing, keeping fit, and travelling. With her diverse skill set and interests, she is committed to delivering excellent financial advice and exceptional support to her clients.

Christopher Vervliet

Adviser

Christopher has 25 years of experience in the industry and is skilled in organization, critical thinking, and interpersonal communication. He recently moved to the UK after working predominantly in South Africa. Christopher is empathetic and approachable with clients, utilizing his solution-driven mindset to provide exceptional service. Outside of work, he enjoys music, theatre, sports, animals, travel, and coffee. He is dedicated to delivering great results and making a positive impact in both his professional and personal life.

Daniel Lipman

Adviser

Daniel is a dedicated adviser, new to the industry with nine years of experience as a specialist physiotherapist in the healthcare sector. Known for his compassionate, empathetic, and proactive approach, he brings analytical and holistic perspectives to his work, always prioritising customer needs. Outside of his professional life, Daniel is a family man who enjoys playing and watching football and futsal. He has proudly represented England in 6-a-side football and Team GB in multiple Maccabiah games.

Michael Samuels

Adviser

Michael is a highly experienced Protection Insurance Financial Advisor with over 13 years' experience, specialising in Personal and Business Protection and Health Insurance. He's very knowledgeable about insurance providers and available to clients anytime. Outside of work, Michael is a dedicated family man who enjoys keeping fit, supporting Liverpool, and watching movies and TV shows.

Sarah Castiel-Noimark

Adviser

Sarah joined the team with six years of multifaceted experience across various sectors including law and education. Her diverse background has finely honed her adaptability and equipped her with a plethora of transferable skills. Renowned for her personable nature, Sarah excels in building strong connections and offers creative problem-solving solutions. Outside of work, she finds joy in painting, crafting, and spending quality time with family and friends. With Sarah, expect expertise paired with empathy, tailored solutions, and a journey towards success.

Joe Hutchings

Head of Systems & Communications

Joe Hutchings is a seasoned customer relations specialist with six years of experience in customer service. Known for his strong communication skills and problem-solving abilities, Joe excels in managing client interactions and improving communication systems. Outside of work, he enjoys staying active through bouldering, skiing, Korfball, and gym workouts, as well as exploring new places and cooking. Joe’s passion for connecting with people and his commitment to quality service make him an invaluable asset to the team.

Macey Hartland-Sandiford

Customer Relations

Macey is a passionate and hardworking individual with a deep love for dance and performing arts. Regularly attending the gym and dance classes, she maintains an active lifestyle. Macey has a strong background in real estate, excelling in sales, customer service, and teamwork. Music and cooking are her daily essentials, fueling her organised, methodical, and task-driven approach to life. Her dedication and enthusiasm shine through in everything she does.

Debbie Fox

Admin/Compliance

With 12 years of experience in office support, Debbie is an accomplished professional with expertise in administration and attention to detail. She is an invaluable asset to her team due to her exceptional organisational skills and dedication to accuracy. Debbie enjoys keeping fit through activities such as Zumba, Peloton, and walking. She is committed to delivering excellent administrative support and making a positive impact both in her personal and professional life with her impressive skill set and interests.

Lauren Razzell

Office Support

With 7 years of experience in Private Healthcare, Lauren excels in providing support to Insured and Self-pay patients. She is an accomplished office professional with exceptional organisational skills and a hardworking nature, thriving under pressure. Lauren enjoys cooking, travel, reading, and exercise in her free time. Her diverse skill set and interests make her a valuable asset, committed to delivering top-notch administrative support and making a positive impact in her workplace and community.

Nicola Maynard

Office Support

Nicola boasts nearly 8 years of industry experience, adeptly navigating personal and business insurance across various providers. Her strengths lie in organization, proactive problem-solving, and robust administrative skills. Outside the office, Nicola finds joy in baking and cherishing moments with her husband and daughter, Hallie. With a strong work ethic and a passion for life beyond the desk, Nicola brings both efficiency and warmth to the workplace.

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