Meet the Financial Planners

All our financial planners are highly qualified and committed to a programme of continual professional development. They have proven themselves while working with some of the most respected names in the industry – KPMG, Quilter, HBOS, Allied Dunbar, Zurich, Guardian Financial Services.  Individual experience ranges from 10 to 25 years in financial services developing valuable specialist knowledge. Our commitment to remaining a comparatively small boutique will ensure you have consistent access to these key specialists over the long term.