
The Team
Our clients call us their trusted advisers.
Partners

Nigel
Managing Partner

Jon B
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
Financial Adviser

Rhodri
Financial Adviser
Senior Staff

Kay
Administration Manager
Technical Support

Harry
Technical Support Manager

Josh
Technical Support

Andrew
Technical Support