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

Abigail Jones – Client Support Associate

Abigail Jones

Client Support Associate

Angela Leigh – Senior Client Support Associate

Angela Leigh

Senior Client Support Associate

Charles Singlehurst – Trainee Financial Planner

Charles Singlehurst

Trainee Financial Planner

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