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
Phil Hunt
operations director and chartered financial planner
Samantha Reed
operations manager
Justine Coates
accounts manager
Sue Dalton-Hobbs
marketing executive
Joe Gunn
paraplanning manager
Richard Palmer
senior financial planner
Sarah Reynolds
senior financial planner
Justin Bennett
senior financial planner
Larysa Baker
senior financial planner
Ben Woods
trainee financial planner
Charlyn Kindermann
financial planner
Emma Ayres
financial planner
Austen Robilliard
head of investments
Mark Collard
senior investment analyst
George Cook
trainee investment analyst
Amy Woods
senior financial planning administrator
Emma Bowden
senior financial planning administrator
Rachel Trafford
senior financial planning administrator
Rachel Symons
financial planning administrator
Elina Wright
financial planning administrator
Stephanie Davey
financial planning administrator
Shona Callus
financial planning administrator
Margaret Andrew
client services administrator