Hard-working team you can rely on.

Hard-working team you can rely on.

Hard-working team you can rely on.

People, personalities and putting the needs of our clients first are at the heart of the Bulley Davey WM team. We recognise that everyone plays an integral part in the service we deliver and are proud of the expertise and personal attention to detail we provide our clients.

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Darren Wakefield

Darren Wakefield

Director & Independent Financial Adviser

Robin Bates 2022

Robin Bates

Director & Chartered Financial Planner

Bridget Queiros

Bridget Queiros

Director & Office Manager

Janet Green

Janet Green

Independent Financial Adviser

Alex Don 2022

Alex Don

Independent Financial Adviser

Caroline Brearley 2022

Caroline Brearley

Corporate Benefits Adviser and Will Writer

Natasha Sedge 2022

Natasha Sedge

Independent Financial Adviser, Head of Paraplanning & Research

Jenny Hall 2022

Jenny Hall

Administration Team Leader

Nicky Field

Nicky Field

Corporate Pensions Manager

Ross Carleton 2022

Ross Carleton

Paraplanner

Ellie Muir

Ellie Muir

Paraplanner

Oliver Barnden

Oliver Barnden

Financial Researcher

Clare Johnson-Smith 2022

Clare Johnson-Smith

Financial Researcher

David Burrell 2022

David Burrell

Operational Support

Kate Boothby

Kate Boothby

Corporate Pensions Administrator

Emily Menegis 2022

Emily Menegis

Corporate Pensions Administrator

Mandy Webb

Mandy Webb

Corporate Pensions Administrator

Lisa Sheridan 2022

Lisa Sheridan

Administrator & Financial Researcher

Debbie Ledger 2022

Debbie Ledger

Administrator

Machaela Smith

Machaela Smith

Administrator

Seb Clayton

Seb Clayton

Administrator

Joseph Haselgrove

Joseph Haselgrove

Administrator

Elizabeth Smith-Hughes 2022

Elizabeth Smith-Hughes

Senior Administrator

Karen Howard 2022

Karen Howard

Administrator

Brad Woolston

Brad Woolston

Administrator

What can we do for you today?

Have a look at our services to get the ball rolling.