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Investment Research & Planning


Jilly Mann BA (Hons) APFS Cert CII (MP) Chartered Financial Planner

Jilly Mann

Head of Fund Research
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Kathryn Thompson BA

Kathryn Thompson

Asset Management Administration Manager
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Rob Ambridge BA

Rob Ambridge

Paraplanner
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Andrew Milne BA

Andrew Milne

Paraplanner
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Andrew Hill

Andrew Hill

Paraplanner
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Shirley Marlow

Shirley Marlow

Senior Administrator
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