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

Emma Collins – Corporate Scheme Administrator

Emma Collins

Corporate Scheme Administrator

Suzanne McGowan – Financial Planner

Suzanne McGowan

Financial Planner

Michelle Thompson – Corporate Scheme Manager

Michelle Thompson

Corporate Scheme Manager

Joanne Smiles – Corporate Scheme Administrator

Joanne Smiles

Corporate Scheme Administrator

Work With Us

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