The Legal Brokerage is a company that prides itself on innovation. We welcome new ideas and we believe that strong relationships can add value for everyone.
The Individuals in our company work constantly to provide the correct level of service for all our clients – and our expertise, we feel, eases the pressure that often accompanies financial decisions.
As Chartered Financial Planners. we were founded in 1999 and as our name suggests, we have always supported Solicitors, as we understand the challenges they face – but today we also work alongside Accountants, Stockbrokers and Fund Managers.
To find out more about the experience and expertise of our people, please select from the list below. Profiles of our Directors and other key Legal Brokerage personnel are stored alphabetically by the first letter of their first name:
Clifford Gribble
Compliance Director
David Wheildon
Investment Director
Louise Pluck
Finance Director
Richard Thorpe
Managing Director
Karen Medlen
Paraplanner & Head of Administration
Lisa Redfern
Head of Paraplanning
Michelle James
Accounts Supervisor
Natalie Elliot
Compliance Supervisor
Sue Tucker
Chief Investment Officer
Ian Garrad
Financial Planner
Mark Wilson
Financial Planner
Nigel Carter
Financial Planner
Patrick O’Neill
Financial Planner
Alistair Gledhill
Paraplanner
Claire Joyce
Paraplanner
Joe Singer
Paraplanner
Lauren Barber
Paraplanner
Melanie Barrett
Paraplanner
Abbi Stewart
Senior Administrator
Julie Andrews
Senior Administrator
Lewis Jones
Senior Administrator
Phillip Thomas-Baker
Senior Administrator
Rebecca Duncan
Senior Administrator
Sandra Pusey
Accounts Administrator
Sian Kilminster
Senior Administrator
Tracey Billington
Senior Administrator
The Next Move
To find out more, click here to contact us and request further details and a brochure.