- Who we are
- Meet the team
Meet the team
Our promise to you
Our team brings together experienced consultants, financial advisers, tech leaders and client partners, all committed to improving financial outcomes for working people across the UK.
Our leaders
Simon Chrystal
Chief Executive Officer
Maxine O’Hanlon
Head of Advice
Natalie Oliver
Head of Strategy, Sales & Marketing
Joanna Stephens
Head of Operations, Business & Infrastructure
Kevin Finlayson
Head of Risk Governance & Compliance
James Ellison
Head of Workplace
Michael Bairstow
Head of Proposition & Sales, LifeStage
Diane Lawson
Head of Customer Experience
Denice Wilson
Business Manager
Who you’ll work with
Whether you’re getting set up for the first time or adding someone new to your team years down the line, you’ll always have real people on hand who understand your business and care about getting it right.
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Advisers
FCA-regulated financial planners offering one-to-one financial guidance and support. -
Employee benefit consultants
Connecting your people, benefits, pensions and spend with data-led insights and strategies. -
Technology specialists
The builders behind our tools and platform – always improving, always innovating. -
Client support
Your go-to team for smooth onboarding, everyday support, and delivery. -
Leadership
Culture carriers and vision-setters, here to make sure everything we do stays true to our mission.
Start building a brighter future today
Helping others
Discover the social impact and community initiatives that keep us grounded.
Let’s talk about your next step, together.
Whether you want to sharpen your employee benefits strategy, introduce tailored financial tools, or give your people access to regulated advice – we’re here to help you build something better.
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