Our teams


Our friendly team of experts are always on hand to help.

Our Team

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Anna Sinelnikova – Chartered Financial Planner

Anna Sinelnikova

Chartered Financial Planner

Daniel Barratt – Chartered Financial Planner

Daniel Barratt

Chartered Financial Planner

Dan Cockayne – Chartered Financial Planner

Dan Cockayne

Chartered Financial Planner

Ella Davies – Chartered Financial Planner

Ella Davies

Chartered Financial Planner

Jonathan Halsall – Chartered Financial Planner

Jonathan Halsall

Chartered Financial Planner

Mark Morgan – Senior Financial Planner

Mark Morgan

Senior Financial Planner

Michael Kennedy – Chartered Financial Planner

Michael Kennedy

Chartered Financial Planner

Neil Sadler – Partner

Neil Sadler

Partner

Rob Smith – Chartered Financial Planner

Rob Smith

Chartered Financial Planner

Ross Glanfield – Partner

Ross Glanfield

Partner

Sarah Wilson-Trainor – Chartered Financial Planner

Sarah Wilson-Trainor

Chartered Financial Planner

Suzanne McGowan – Head of employer services

Suzanne McGowan

Head of employer services

Work With Us

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