In good company
We are an efficient, highly qualified team of professionals with a wealth of specialist expertise and experience. Every one of us has first-rate qualifications and many have academic degrees, giving our clients full confidence in the advice we give and the steps we take on their behalf.
We are also a company with a strong work ethic. We take great pride in achieving the absolute best for our clients and we thoroughly enjoy what we do, which makes the process a pleasure for them as well as us.
With much of his time spent advising clients, Chris oversees the smooth running of the business. He also chairs our …
Derek is a Chartered Financial Planner with specialist qualifications in taxation, trusts, pensions and retirement options. With a modest, self-effacing …
Specialising in investment, inheritance tax and retirement planning, Tony helps clients maximise their income and investment returns, and minimise all …
Phil oversees the recommendation documents that we produce for clients and is responsible for monitoring all of our activities to …
Samantha is part of the administration team, with her role including managing processes for new clients and providing on-going support …
Justine is responsible for our accounts department. Justine began her career within private practice accountancy firms encompassing statutory accounts, taxation, …
Joe oversees all aspects of the Financial Planning Team, who are responsible for the production of client reports and technical …
Richard is responsible for the production of client reports as well as providing technical support to our financial advisers. He …
Sarah is responsible for the production of client reports and she provides technical support to our financial advisers. She is …
Justin is part of our Financial Planning team. He is responsible for the production of client reports and providing technical …
Larysa joined us in October 2019 as a senior financial planner, having worked in the Financial Services Industry since 2010. …
James joined us in November 2020 as a senior member of our financial planning team and will be responsible for …
As Head of Business Development, Victoria is responsible for advising new and existing clients on all aspects of investment management …
Charlyn is part of our Financial Planning team, where she is responsible for the production of clients’ investment reports. Charlyn …
After graduating from the University of Winchester, Emma joined us as part of the administration team. She has since moved …
Ben joined us in 2019 having started his career in financial services at the age of 18 when he relocated …
Austen, who joined us in 2007, is our Investment Director. He manages our Investment team and is responsible for the …
Mark is responsible for the production of fund reviews and performance comparisons and sits on the investment committee. He also …
George has a BSc in Economics, Finance and Banking from the University of Portsmouth and has worked in engineering and …
Amy is integral to our administration team, managing all technical aspects within the company as well as reviewing and developing …
Emma is part of our administration team, with her role including managing processes for new clients and providing on-going support …
Rachel is part of our administration team, with her role including managing processes for new clients and providing on-going support …
Abbie manages processes for new clients and provides on-going support to our existing clients. She joined us in February 2021 …
Stephanie joined us in 2020 with 4+ years of experience in the financial industry. After graduating from University she spent …
Shona began her career in the financial services sector 13 years ago at Building and Civil Engineering Ltd, after having …
Elina is part of our administration team, with her role including managing processes for new clients and providing on-going support …
Margaret is responsible for organising our seminars and arranging meetings for clients. She also ensures that our databases are up …
April has joined us from a customer services background. Her main role will be booking in annual client reviews. Client …
