Our friendly team of experts are always on hand to help.
Our Team
Alexander Carroll
Trainee Financial Planner
Declan Davies
Chartered Financial Planner
Jill Jones
Director of Operations
Joel Adams
Founder & Chartered Financial Planner
Mark Tueart
Managing Director
Michelle Broadhurst
Client Support Administrator
Sarah Wilson-Trainor
Partner
Sophie Leyland
Client Support Team Leader
Wesley Joyce
Technical Support Administrator
Kieran Mawdesley
Technical Support Analyst