Call us today on 01277 487920
Home   |   Terms of Business   |   Contact Us
Meet the Team at Crocus Wealth
Contact Us on 01277 487920
 

Each financial adviser at Crocus Wealth Chartered Financial Planners has many years experience of the financial services industry. They are qualified and offer a high level of technical expertise in investment and financial services, inheritance and taxation, retirement and estate financial planning.

The team is listed below including their particular areas of financial expertise along with their contact details.

Peter Norgate
Managing Director
 
Peter established the business and in addition to running the business he advises existing clients in respect of investment and retirement planning.
 
Direct Tel: 01277 487928
E-mail: p.norgate@crocuswealth.co.uk
 
 
 
Gareth Heath
Director
 
Gareth is a founding member of the company and is a Chartered Financial Planner. Gareth is closely involved with investment strategy for the company and sits on the Investment committee.
 
Direct Tel: 01277 487926
E-mail: g.heath@crocuswealth.co.uk
 
 
 
Graham Maguire
Director
 
Graham is also a founding member of the company and is a Chartered Financial Planner. Graham is responsible for both individual and corporate retirement planning. Graham specialises in small to medium size businesses, offering employee benefits, and advice to individual members with their retirement plans.
 
Direct Tel: 01277 487927
E-mail: g.maguire@crocuswealth.co.uk
 
 
 
Stephen Bilton
Chartered Financial Planner
 
Stephen offers holistic financial planning to individuals. Stephen has numerous years experience within the Financial Services industry. Stephen is the protection specialist at the company and is responsible for both individual and corporate protection advice. Stephen is closely involved with investment strategy for the company and sits on the Investment committee.
 
Direct Tel: 01277 487925
E-mail: s.bilton@crocuswealth.co.uk
 
 
 
Grant Gushlow
Chartered Financial Planner
 
Grant is a Chartered Financial Planner. Grant offers holistic financial planning to both individuals and corporates and has in excess of 25 years experience within the Financial Services industry, specialising in investment and retirement planning.
 
Direct Tel: 01277 487924
E-mail: g.gushlow@crocuswealth.co.uk
 
 
 
Jakob Payne
Chartered Financial Planner
 
Jake is a Chartered Financial Planner. Jake offers holistic financial planning to both individuals and corporates and has many years experience within the Financial Services industry. Jake heads the investment research and strategy for the company and specialises in the preparation and on-going management of investment portfolios comprising of personal investments, pension funds and trust funds for private clients.
 
Direct Tel: 01277 487932
E-mail: j.payne@crocuswealth.co.uk
 
 
 
Elaine Norgate
Administrator
 
Elaine offers full administration support to the advisers at Crocus Wealth Limited and client liaison.
 
Direct Tel: 01277 487929
E-mail: e.norgate@crocuswealth.co.uk
 
 
 
Alyson Smith
Administrator
 
Alyson offers full administration support to the advisers at Crocus Wealth Limited and client liaison.
 
Direct Tel: 01277 487922
E-mail: a.smith@crocuswealth.co.uk
 
 
 
Amanda Laverick
Administrator
 
Amanda offers full administration support to the advisers at Crocus Wealth Limited and client liaison.
 
Direct Tel: 01277 487931
E-mail: a.laverick@crocuswealth.co.uk
 
 
 
Ashley Dawe
Administrator
 
Ashley offers full administration support to the advisers at Crocus Wealth Limited and client liaison.
 
Direct Tel: 01277 487930
E-mail: a.dawe@crocuswealth.co.uk
 
 
 
David Simmons
Administrator
 
David offers full administration support to the advisers at Crocus Wealth Limited and client liaison.
 
Direct Tel: 01277 487923
E-mail: d.simmons@crocuswealth.co.uk
 
 
 

 
     
 
Request more information or a Call Back
  
     
 
Financial Advisers, Crocus Wealth Chartered Financial Planners, investment, financial planning, inheritance and taxation, retirement and estate financial planning, life assurance, protection insurance
 
     
Authorised and regulated by the Financial Conduct Authority.
Site Designed by The Bureau
Privacy Policy and Legal Disclaimer   |   Corporate and Social Responsibility   |   Terms of Business   |   Cookies   |   Charities Supported