Meet The Team

" The way to wealth is simple. Spend less than you earn and invest the difference wisely. "

- Rob Berger

Gavin Stacey

Gavin Stacey
  • Date joined the company: June 2007
  • Qualifications: Chartered Financial Planner APFS, BA (hons) Business Economics
  • Time within financial services: Since October 2005
  • Role within the business: Financial Adviser and Pensions Specialist
  • A bit about me: I love playing football, watching all sports and spending time with my family.

Nicola Soar

Nicola Soar
  • Date joined the company: June 2016
  • Qualifications: Law Degree
  • Time within financial services: Since April 2010
  • Role within the business: Paraplanner
  • A bit about me: I enjoy musicals, holidays and spending time with my family.

Vicki Wilkinson

Vicki Wilkinson
  • Date joined the company: May 2017
  • Qualifications: BA (Hons) Business Management, CII Certificate in Paraplanning, CII Diploma in Regulated Financial Planning.
  • Time within financial services: Since July 2013
  • Role within the business: Paraplanner
  • A bit about me: I enjoy going to music concerts, going to the cinema and following Middlesbrough Football Club.

Lyndon Taylor

Lyndon Taylor

Date joined the company: 1st October 2018
Qualifications: BA Hons Business Economics MSc Wealth Management
I have been in the industry since: 1st October 2018
Role within the business: Financial Adviser
A bit about me: I have played ice-hockey for over 10 years and won a junior Olympic medal but I love to play just about any sport.

Andrew Smith

Andrew Smith

• Date joined the company: April 2021
• I have been in the industry since: Since 1987
• Role within the business: Independent Financial Adviser
• A bit about me: My interests include football, playing 5 aside each week, walking our springer spaniel and real Ale.