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

Robin Bates

Director & Chartered Financial Planner

Bridget Queiros

Bridget Queiros

Director

Caroline Brearley

Corporate Benefits Adviser and Will Writer

Janet Green

Independent Financial Adviser

Julia Peach

Julia Peach

Independent Financial Adviser

Mark Winterton

Mark Winterton

Independent Financial Adviser

Emma Hanby

Emma Hanby

Independent Financial Adviser

Natasha Sedge

Natasha Sedge

Independent Financial Adviser

Shoaib Ahmed

Shoaib Ahmed

Paraplanner

Tracey Forman

Tracey Forman

Financial Researcher

Nicky Field

Nicky Field

Corporate Pensions Manager

Jenny Hall

Jenny Hall

Administration Team Leader

David Burrell

David Burrell

Operational Support

Mandy Webb

Mandy Webb

Corporate Pensions Administrator

Kate Boothby

Kate Boothby

Corporate Pensions Administrator

Emily Menegis

Emily Menegis

Corporate Pensions Administrator

Clare Johnson Smith

Clare Johnson-Smith

Administrator

Debbie Ledger

Debbie Ledger

Administrator

Elizabeth Smith-Hughes

Elizabeth Smith-Hughes

Administrator

Karen Howard

Karen Howard

Administrator

Laura Macasaddu

Laura Macasaddu

Administrator

Machaela-Smith

Machaela Smith

Administrator

What can we do for you today?

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