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

Paul Fielding – Director - LIFT-Insurance

Paul Fielding

Director - LIFT-Insurance

Carl Abbott – Commercial Account Development Executive

Carl Abbott

Commercial Account Development Executive

Denise Regan – Account Handler

Denise Regan

Account Handler

Jack Sands – Insurance Administrator

Jack Sands

Insurance Administrator

Work With Us

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