Our friendly team of experts are always on hand to help.
Our Team
Joel Adams
Founder & Chartered Financial Planner
Anna Sinelnikova
Chartered Financial Planner
Daniel Barratt
Chartered Financial Planner
Dan Cockayne
Chartered Financial Planner
Declan Davies
Chartered Financial Planner
Ella Davies
Chartered Financial Planner
Jonathan Halsall
Chartered Financial Planner
Keith Marcroft
Financial Consultant
Mark Morgan
Senior Financial Planner
Michael Kennedy
Chartered Financial Planner
Neil Sadler
Partner
Rob Smith
Partner
Ross Glanfield
Partner
Sarah Wilson-Trainor
Partner