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

Mark Tueart – Managing Director

Mark Tueart

Managing Director

Danny Renshaw – Chartered Financial Planner

Danny Renshaw

Chartered Financial Planner

Jill Jones – Head of Client Support

Jill Jones

Head of Client Support

Michelle Broadhurst – Client Support Administrator

Michelle Broadhurst

Client Support Administrator

Rachael Leonard – Technical Support Analyst

Rachael Leonard

Technical Support Analyst

Alexander Carroll – Client Support Administrator

Alexander Carroll

Client Support Administrator

Sophie Currie – Client Support Administrator

Sophie Currie

Client Support Administrator

Work With Us

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