Archives: Our Experts

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

Chris Birch Read More

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

Derek White Read More

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

Tony Dunne Read More

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

Phil Hunt Read More

Branimir’s particular expertise lies in pension and retirement planning, investments, inheritance tax and long term care planning, trustee investments and …

Branimir Gavrilovic Read More

As Senior Financial Adviser, Richard has specific expertise in investments, inheritance tax advice, pension and retirement planning as well as …

Richard Sutcliffe Read More

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

Justin Bennett Read More

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

Austen Robilliard Read More

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

Victoria Montacute Read More

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

Justine Coates Read More