It’s all about the people...


Our business is about expertise and service, so to be successful we need great people.

And that's what we have. Our Financial Planners and Consultants don't work alone. They're part of a team which includes Technical Consultants, Client Support Administrators and Technical Analysts. This approach means our clients have access to a wide pool of expertise and first class client service - and our Advice team can focus on what they do best. Like to join us?

The Board

Mike Holden – Founder & Group CEO

Mike Holden

Founder & Group CEO

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Clive Westbrook – Group Finance Director

Clive Westbrook

Group Finance Director

Our Team

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Sarah Wilson-Trainor – Chartered Financial Planner

Sarah Wilson-Trainor

Chartered Financial Planner

Rob Smith – Chartered Financial Planner

Rob Smith

Chartered Financial Planner

Ella Davies – Chartered Financial Planner

Ella Davies

Chartered Financial Planner

David Baker – Partner

David Baker

Partner

Ross Glanfield – Partner

Ross Glanfield

Partner

Mark Morgan – Senior Financial Planner

Mark Morgan

Senior Financial Planner

Jonathan Halsall – Chartered Financial Planner

Jonathan Halsall

Chartered Financial Planner

Suzanne McGowan – Financial Planner

Suzanne McGowan

Financial Planner

Kun Liu – Chartered Financial Planner

Kun Liu

Chartered Financial Planner

Neil Sadler – Partner

Neil Sadler

Partner

Anna Sinelnikova – Chartered Financial Planner

Anna Sinelnikova

Chartered Financial Planner

Daniel Barratt – Chartered Financial Planner

Daniel Barratt

Chartered Financial Planner

Michael Kennedy – Chartered Financial Planner

Michael Kennedy

Chartered Financial Planner

Work With Us

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies