Who we are
Click on the names below to find out more about members of our team.
Independent Financial Advisers: | |
Managing Director, Wealth Management Adviser | |
Wealth Management Adviser | |
Financial Planning Adviser | |
Trust & Estate Practioner: | |
Trust & Estate Practitioner | |
Financial Services Support Staff | |
Paraplanner to Simon and Gareth | |
Paraplanner to Paul | |
Administrator to Simon and Gareth | |
Administration Assistant to Financial Planning department | |
Administration Assistant to Financial Planning department | |
Administration & Compliance | |
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daily quote:
“ Just as water mirrors your face, so your face mirrors your heart. (The Bible) ”