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Shared values, shared goals, shared purpose

A short introduction can’t do justice to what we’re about as a business. What do we stand for? How would it feel to place your trust in us?

But here goes…

We’re a team of 77 and as you’d expect, we know our stuff. We’re a healthy blend of years of experience and young talent too. We’re a group of individuals from different backgrounds, with different interests, different passions and different goals and ambitions. Some of us like football, some of us like rugby, some of us like working out at the gym (others don’t), some of us like going to the theatre, listening to music or spending time with family and friends.

In fact, we’re probably just like you.

And that means we can do a great job for you. We’ll take the time to find out what you’d like to achieve and what financial security means to you. We will try to understand you. We’ll get excited about helping you to fulfil your goals and ambitions.

What’s more, as a business of our size, we’re able to deliver even more. We’ll get to know you on a personal level but we can also bring you the benefits of increased buying power, breadth of knowledge, access to investment expertise and leading edge technology. Managing a pension scheme for 300+ employees is no problem. But it’s advice for individuals and families that matters most. It’s what we do every day.

You’ll get the skills and expertise of your own personal consultant and the back-up of another 60 people. Our directors focus solely on continually developing a great client experience. We do not stand still. Together, we focus on delivering a compelling proposition, developed over the 25 years we’ve been helping clients make sound financial decisions.

At the heart of it, we’re a group of individuals coming together to help you build a plan for your financial freedom.

Our people

Grounded in experience

We’re an owner managed business with four directors who take responsibility for the strategic and day to day management of the business. We then have 26 well qualified, employed consultants with a wealth of experience, backed up by a team of technical analysts, compliance professionals and a support team.

The long term relationships we have with our clients are mirrored by the fact that we enjoy a low turnover of staff. It’s likely you will see the same adviser over a long period of time, ensuring continuity and consistency.

Alec Butcher

Financial Planner

Brighda Thomas

Chartered Financial Planner

Chris Marsh

Chartered Financial Planner

Ciara Octigan

Financial Planner

Dan Condron

Financial Planner

Ebie Holmes

Financial Planner

Emma McNulty

Chartered Financial Planner

Gary Crossley

Managing Director

Graham Morgan

Chartered Financial Planner

Harry Lewis

Financial Planner

Jake Cunliffe-Neale

Financial Planner

Kai Ansari

Financial Planner

Karen Robinson

Director

Lee Jeavons

Financial Planner

Lewis Smith

Financial Planner

Linda Girard

Technical Specialist / Chartered Financial Planner

Lorraine Cregg

Chartered Financial Planner

Matt Jones

Chartered Financial Planner

Matt Laing

Head of Corporate Member Services / Financial Planner

Matt Palmer

Financial Planner

Matthew Testa

Chartered Financial Planner

Patrick Dryden-Stuart

Financial Planner

Paul Brennan

Chartered Financial Planner

Paul Chester

Chartered Financial Planner

Peter German

Financial Planner

Praful Mistry

Financial Planner

Richard Cullen

Chief Executive

Robert Doogan

Chartered Financial Planner

Stuart Arnold

Director of Financial Planning

Tom Sheldon

Financial Planner