Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Worcester: 01905 613453
Evesham: 01386 422611

Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Our Team

Our team comprises highly qualified specialist advisers to enable advice to be provided in all areas and a dedicated administration team. Further detail on some of the individuals within our team can be found by clicking on each name:

Directors

CEO & Chartered Financial Planner, Head of Compliance
Director and Chartered Financial Planner
Finance Director

Chief Investment Officer

Director, Chief Investment Officer & Chartered Wealth Manager

Investment Managers

Investment Manager

Chartered Financial Planners

Chartered Financial Planner
Chartered Financial Planner

Client Support Staff

Head of Support Services & Paraplanner
Personal Secretary to Managing Director
Compliance Officer

Business Development

Business Development Manager