Our Team

We have a team of four financial advisers, each of whom are qualified to Diploma level. Three of our team are working towards their level 6, Certified Financial Planning qualification.

We work on a team basis and where it is appropriate your lead adviser will refer you to a colleague for a specific project. We also aim to work with your other professional advisers where appropriate, such as on Estate related and tax issues.

Please click on individual adviser profiles for further information on our team.