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

Clive Westbrook – Group Finance Director

Clive Westbrook

Group Finance Director

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Mike Holden – Founder & Group CEO

Mike Holden

Founder & Group CEO

Our Team

Jill Jones – Client Support Manager

Jill Jones

Client Support Manager

Angela Leigh – Client Support Administrator

Angela Leigh

Client Support Administrator

Caroline Wilson – Senior Client Support Administrator

Caroline Wilson

Senior Client Support Administrator

Chris Zachariou – Client Support Administrator

Chris Zachariou

Client Support Administrator

Claire Ellin – Client Support Administrator

Claire Ellin

Client Support Administrator

Daniel Bescoby – Client Support Administrator

Daniel Bescoby

Client Support Administrator

Donna Tuohy – Senior Client Support Administrator

Donna Tuohy

Senior Client Support Administrator

Edward Backhouse – Client Support Administrator

Edward Backhouse

Client Support Administrator

Jacob Hartley – Client Support Administrator

Jacob Hartley

Client Support Administrator

Kath McGivern – Client Support Administrator

Kath McGivern

Client Support Administrator

Suzanne Armstrong – Senior Client Support Administrator

Suzanne Armstrong

Senior Client Support Administrator

Ryan Etchells – Client Support Administrator

Ryan Etchells

Client Support Administrator

James Potter – Client Support Administrator

James Potter

Client Support Administrator

Taylor Hughes – Client Support Administrator

Taylor Hughes

Client Support Administrator

Lewis Carthew – Client Support Administrator

Lewis Carthew

Client Support Administrator

Annabel Wright – Client Support Administrator

Annabel Wright

Client Support Administrator

Lisa Bennett – Client Support Administrator

Lisa Bennett

Client Support Administrator

Work With Us

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