Ben Rees LLB (Hons) FPFS

Ben has spent over 13 years working in the investment management sector, and is one of the Opus Group’s founding Directors. Ben is a qualified Investment Manager as well as a Chartered Financial Planner. A Chartered…

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Lee Axford CeMAP DipPFS

Lee has just over 25 years’ experience in client facing financial services. He spent over 15 years at Natwest in a number of senior roles and in 2007 became a qualified financial planner. He is…

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Andrew Ford FMAAT AFA

Andrew has spent over 13 years in practice as a Financial Accountant and Tax Adviser, serving clients across the UK. He is passionate about proactively helping his clients to save tax and providing them with…

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David Hewitt APFS

David is a Chartered Financial Planner who brings over 15 years of experience to his role of research analyst and senior paraplanner. David is a great communicator and gets his kicks from finding simple solutions…

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Jordan Reid BA(Hons)

Jordan joined the Opus Group in August 2015 as our first official Graduate Trainee Paraplanner, working alongside the established administration team and David Hewitt. Jordan’s impressive academic record includes a 1st Class Honours degree in…

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Sarah Winning

Sarah has been working as a business and sports executive since the late 1980s. She has held a number of senior positions in blue chip organisations, including Premiership and Championship football clubs. Sarah has invaluable experience in…

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Donna Axford

Donna is reliable and process orientated, which makes her an excellent operations manager in our administration team. Her early career began working within a national newspaper group and led to her managing a large team…

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Janet Mounfield

Janet assists Andrew Ford in the tax team with administration, client support and bookkeeping. Bringing a wealth of experience having worked for the last 10 years as an office manager in an accountancy practice she…

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