The Team

Richard Hayes
Sales & Marketing Director

Richard is our Sales and Marketing Director and also one of our founding directors, alongside Andy, Callum and Dawn. Richard has a career spanning over 30 years’ in financial services, at all levels. In his current role he creates and develops client relationships by attending or arranging seminars and networking events where he presents planning opportunities to individuals, businesses and local professionals. A gregarious character Richard can often be seen cheering on Newbury Blues or Reading FC or sampling the fine ales of our local independent hostelries. Richard is married to Penny and is proud of their three, thriving, grown up offspring. You can contact Richard directly on 01635 896907 or 07875 050209

Callum Crofts-Wheal
Operations & Finance Director

Callum is our Operations and Finance Director and is one of our founding directors alongside Andy, Dawn and Richard. Having started his career in Corporate Events, he moved into Advertising in 2010 with a well known agency in London, after a 2 year stint with them; he moved into Financial Services in 2012. Outside of work, Callum can often be found wondering around South West London (The King’s Road to be exact) or having a drink in Soho. He also enjoys spending time with family and friends and is an avid traveller. You can contact Callum directly on 020 3773 6125 or 07493 13377