Our Experts

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.

Chris Birch, chief executive and chartered financial planner . T: 01420 83517

With much of his time spent advising clients, Chris oversees the smooth running of the business. He also chairs our …

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Derek White, director and chartered financial planner . T: 01420 83517

Derek is a Chartered Financial Planner with specialist qualifications in taxation, trusts, pensions and retirement options. With a modest, self-effacing …

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Tony Dunne, director and chartered financial planner . T: 01420 83517

Specialising in investment, inheritance tax and retirement planning, Tony helps clients maximise their income and investment returns, and minimise all …

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Phil Hunt, operations director and chartered financial planner . T: 01420 83517

Phil oversees the recommendation documents that we produce for clients and is responsible for monitoring all of our activities to …

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Samantha Reed, operations manager . T: 01420 83517

Samantha is part of the administration team, with her role including managing processes for new clients and providing on-going support …

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Justine Coates, accounts manager . T: 01420 83517

Justine is responsible for our accounts department. Justine began her career within private practice accountancy firms encompassing statutory accounts, taxation, …

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Joe Gunn, financial planning manager . T: 01420 83517

Joe oversees all aspects of the Financial Planning Team, who are responsible for the production of client reports and technical …

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Richard Palmer, senior financial planner . T: 01420 83517

Richard is responsible for the production of client reports as well as providing technical support to our financial advisers. He …

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Sarah Reynolds, chartered financial planner . T: 01420 83517

Sarah is responsible for the production of client reports and she provides technical support to our financial advisers. She is …

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Justin Bennett, senior financial planner . T: 01420 83517

Justin is part of our Financial Planning team. He is responsible for the production of client reports and providing technical …

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Larysa Baker, chartered financial planner . T: 01420 83517

Larysa joined us in October 2019 as a senior financial planner,  having worked in the Financial Services Industry since 2010. …

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James Hollman, senior financial planner . T: 01420 83517

James joined us in November 2020 as a senior member of our financial planning team and will be responsible for …

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Victoria Montacute, head of business development . T: 01420 83517

As Head of Business Development, Victoria is responsible for advising new and existing clients on all aspects of investment management …

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Charlyn Kindermann, financial planner . T: 01420 83517

Charlyn is part of our Financial Planning team, where she is responsible for the production of clients’ investment reports. Charlyn …

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Emma Ayres, financial planner . T: 01420 83517

After graduating from the University of Winchester, Emma joined us as part of the administration team. She has since moved …

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Ben Woods, financial planner . T: 01420 83517

Ben joined us in 2019 having started his career in financial services at the age of 18 when he relocated …

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Austen Robilliard, investment director . T: 01420 83517

Austen, who joined us in 2007, is our Investment Director. He manages our Investment team and is responsible for the …

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Mark Collard, senior investment analyst . T: 01420 83517

Mark is responsible for the production of fund reviews and performance comparisons and sits on the investment committee.   He also …

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George Cook, trainee investment analyst . T: 01420 83517

George has a BSc in Economics, Finance and Banking from the University of Portsmouth and has worked in engineering and …

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Amy Woods, senior technical administrator . T: 01420 83517

Amy is integral to our administration team, managing all technical aspects within the company as well as reviewing and developing …

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Emma Bowden, senior financial planning administrator . T: 01420 83517

Emma is part of our administration team, with her role including managing processes for new clients and providing on-going support …

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Rachel Trafford, senior financial planning administrator . T: 01420 83517

Rachel is part of our administration team, with her role including managing processes for new clients and providing on-going support …

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Abbie Churcher, senior financial administrator . T: 01420 83517

Abbie manages processes for new clients and provides on-going support to our existing clients. She joined us in February 2021 …

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Stephanie Davey, financial planning administrator . T: 01420 83517

Stephanie joined us in 2020 with 4+ years of experience in the financial industry. After graduating from University she spent …

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Shona Callus, financial planning administrator . T: 01420 83517

Shona began her career in the financial services sector 13 years ago at Building and Civil Engineering Ltd, after having …

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Elina Wright, financial planning administrator

Elina is part of our administration team, with her role including managing processes for new clients and providing on-going support …

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Margaret Andrew, client services administrator . T: 01420 83517

Margaret is responsible for organising our seminars and arranging meetings for clients. She also ensures that our databases are up …

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April Butt, client services administrator . T: 01420 83517

April has joined us from a customer services background. Her main role will be booking in annual client reviews. Client …

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