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Meet The Team

Meet the People Behind Private Client Consultancy

Our dedicated team is here to provide services that are straightforward, reliable, and designed with you in mind.

We take pride in what we do and are always ready to help.

Senior Leadership Team

Andy Oliver - Meet The Team Image

Andy Oliver

CEO

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Kevin - Meet The Team Image

Kevin Birtles

Managing Partner & Sales Manager

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Joanne Wilson

Head of Business HR & Property

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Maggie Panet

Maggie Panet

Compliance Officer

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Wealth Managers

Sales & Client Support

Corporate Services & Oversight (Compliance, Legal , Finance & HR)

Property

IT

Marketing

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