Andy Jackson in a meeting with two clients

The people who will look after your clients

I run the Altro partnership at Equity & General. If your firm joins, I am the person you deal with. My direct number is below.

You and your clients have an Account Manager as a dedicated point of contact. Paraplanners and the compliance team research and check each recommendation before the client sees it.

All of them are employed by Equity & General.

Andy Jackson — Director of Partnerships
andy.jackson@eandgfs.com · 020 8396 0486

Leadership

Steven Bates
Steven BatesDirector of Advisory
Lee Davies
Lee DaviesOperations & Compliance Director
Colin Ellis
Colin EllisDirector of Finance
Chris Deacon
Chris DeaconDirector of Governance & Risk
Carlo De Stefano
Carlo De StefanoClient Relationship Director
Mike Chan
Mike ChanDirector of Mortgages & Commercial Finance
Nikki Carolan
Nikki CarolanFinancial Controller
Paul Clarke
Paul ClarkeBrand & Marketing

The advisers who meet your clients

Everyone here is employed by Equity & General. The financial advisers advise under its FCA authorisation, number 474163.

Domenico Sbicca
Domenico SbiccaIndependent Financial Adviser
Erdley Hand
Erdley HandIndependent Financial Adviser
Barry Keane
Barry KeaneIndependent Financial Adviser
Sunny Bharj
Sunny BharjIndependent Financial Adviser
Tony Springer
Tony SpringerIndependent Financial Adviser
Richard Murdin
Richard MurdinIndependent Financial Adviser
Stuart Reynolds
Stuart ReynoldsIndependent Financial Adviser
John Bland
John BlandIndependent Financial Adviser

Account Managers

Carlo De Stefano
Carlo De StefanoClient Relationship Director
Daniel Pedder
Daniel PedderClient Relationship Manager