Meet The Team

• I have been in the industry since: 1999
• Role within the business: Director/Principal, Head of Client Servicing
• A bit about me: I love watching football and playing football, holidays and travel but most of all spending time with my wife and son

• 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.

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.
 

• 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.

• Date joined the company:  23^rd July 2024
• I have been in the industry since: January 2020
• Role within the business: Financial Planner      
• A bit about me: Outside of work, I like to travel to new countries and especially enjoy a ski trip in the winter. In the summer you will find me on the golf course or walking in the countryside with a pub lunch afterwards.