Our Team
Our team comprises the following people: please click on each name in turn for further details of that person.
Directors giving advice: | |
Managing Director | |
Director and Adviser | |
Independent Financial Advisers: | |
Adviser | |
Adviser | |
Administration staff | |
PA to MD | |
Client Services Adminstrator | |
Client Services Administrator | |
Client Services Administrator | |
Client Services Administrator | |
Pension Schemes & Finance Administrator | |
Finance Manager | |
Receptionist/Administrator | |
Compliance Officer | |
Para-planner | |
Client Services Administrator | |
Client Services Administrator | |
IT Support | |
IT Manager | |