
The Team
Our clients call us their trusted advisers.
Partners

Nigel
Managing Partner

Jon
Senior Partner
Associate Partners

Hazel
Associate Partner & Operations Director

Lloyd
Associate Partner, Chartered Financial Planner and Compliance

Edward
Associate Partner & Investment Manager
Specialists & Advisers

Penny
Chartered Financial Planner

Allison
Mortgage Specialist

Josh
Independent Financial Adviser

Rhodri
Independent Financial Adviser

Harry
Senior Account Manager
Senior Staff

Kay
Client Operations Manager
Client Operations Support

Josh
Client Operations Executive

Chris
Client Operations Executive

Hannah
Client Operations Executive & Mortgage Administrator

Baylee
Client Operations Executive & Mortgage Administrator

Haydn
Trainee Financial Adviser
Support Staff

Rebecca
Client Services Administrator