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.

Who are we

Chris Birch
managing director and chartered financial planner
Derek White
director and chartered financial planner
Tony Dunne
director and chartered financial planner
Jonathan Cotty
independent financial adviser
Phil Hunt
operations director and chartered financial planner
Richard Palmer
senior financial planner
Sarah Reynolds
senior financial planner
Emma Ayres
trainee financial planner
Hannah Pulleyn
trainee financial planner
Austen Robilliard
head of investments
Mark Collard
trainee investment analyst
Josh Jones
trainee investment analyst
Dianne Gormley
administration manager
Samantha Cross
senior financial planning administrator
Amy Woods
financial planning administrator
Emma Bowden
financial planning administrator
Rachel Bell
financial planning administrator
Rachel Trafford
financial planning administrator
Margaret Andrew
client services administrator

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We are thrilled to have won a Gold award at the Portfolio Adviser magazine Wealth Manager Awards 2017, which recognise top performance outcomes based on investment choices. With all of our portfolios performing extremely well, our Aggressive Portfolio – our high risk, high reward proposition – was singled out for its excellence
Wealth Manager GOLD AWARD