Meet the team

Chartered financial planners and wealth managers

Discover how our team can help you

Our business is about our people and the long-term, trusted relationships we build with our clients.

We are a Chartered Financial Planning firm who have made a public commitment to professionalism.

Our financial planners are extremely well qualified and have over 320 years’ financial planning experience between them with the majority having achieved the much coveted Chartered status, and with others in the team working towards their accreditations.

Our Directors

Our Exec PA

Our Financial Planning Team

Our Investment Team

Our Risk Management Team

Our Client Operations Support Team