Specialist financial planning practice

Meet Our Team

Meet Our Team

Our team of financial planners and technical managers are highly qualified experts in their respective disciplines and are dedicated to providing the specialist services that meet our client’s needs.

Our team shares the same vision and values, is well-rounded, easy to engage with and has the ability to put our clients at ease.

Specific details on each member of the team can be accessed by clicking on the images below.

Executive Chairman
Chief Executive Officer
Operations Director
Head of Investment
Chief Financial Officer
Finance Manager
Administration Manager
Senior Administrator