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 | |
Director and Chartered Financial Planner | |
Independent Financial Advisers: | |
Chartered Financial Planner | |
Administration staff | |
Finance Manager | |
Tax Manager | |
Paraplanner | |
Paraplanner | |
Paraplanner | |
Personal Assistant to Managing Director | |
Personal Secretary to Managing Director | |
Pension Schemes & Finance Administrator | |
Compliance Officer | |
Client Services Administrator | |
Client Services Administrator | |
IT Support | |
IT Manager | |