Our Team

  • WM team photo
    L to R: Richard Penn, Lynn Groves, Mike Wall, Julie Foy
  • Mike Wall ACII
    Financial Planner
    Tel: 0151 255 2300
    Email Mike
    View Profile

  • Richard Penn BA (Hons) APFS
    Financial Planner
    Tel: 0151 255 2300
    Email Richard
    View Profile

  • Lynn Groves CertFPC
    Paraplanner/Support Analyst

  • Julie Foy
    Client Support

Our financial planners are the main point of contact for any queries. However, in the event that you are unable to reach them, please do not hesitate to contact Lynn or Julie on 0151 255 2300.

 

Registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales and authorised and regulated by the Financial Conduct Authority for investment business