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

David Baker – Partner

David Baker

Partner

Ashleigh Jennings – Mortgage Administrator

Ashleigh Jennings

Mortgage Administrator

Craig Ryan – Mortgage Case Handler

Craig Ryan

Mortgage Case Handler

Eleanor Fish – Mortgage Team Manager

Eleanor Fish

Mortgage Team Manager

Michael Hall – Mortgage Case Handler

Michael Hall

Mortgage Case Handler

Rhys Edwards – Mortgage Consultant

Rhys Edwards

Mortgage Consultant

Simon Morgan – Mortgage Consultant

Simon Morgan

Mortgage Consultant

Work With Us

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