Our valuable team members

Meet our team

Our team are here to provide you with professional, personal advice and support and are dedicated to achieving excellent levels of client care.

Meet our team

Gary Hans
Chartered Financial Planner
Phil Basterfield
Chartered Financial Planner
Kevin Lock
Financial Adviser
Clare Davison
Operations Manager
Kelly Westwood
Head of Marketing
Monika Hans
Accounts & HR
Rebecca Tunnicliff
Paraplanner
Ann Basi
Paraplanning Support
Navjot Kaur
Client Liaison
Contact us

Request a meeting with a financial adviser

    To arrange a meeting with one of our advisers, call us on 01332 551155 or send us your contact details and we'll get back to you.

    AMG Wealth Management Ltd, together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For more information about how we use your personal data, please see our privacy policy or the St. James's Place privacy policy. *Required.