Meet The Team

iain-andrews Iain Andrews FPFS TEP CFP
Director and Chartered Financial Planner
andrew-brown Andrew Brown
Director and Chartered Wealth Manager
simon-lake Simon Lake LLB (Hons)
Chartered Financial Planner
paul-churchill-dip-c11-dippfs Paul Churchill DipCII DipPFS
Financial Planner
jo-coughlan Jo Coughlan
Paraplanner
kathryn-jeffery Kathryn Jeffery
Paraplanner
keith-whitall Keith Whittall
Financial Planning Administrator
jo-billings Jo Billings
Financial Planning Administrator
amber-caudery Amber Caudery DipPFS
Paraplanner
tony-curtis Tony Curtis
Financial Planning Administrator