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About us
Meet our team
Private Clients
Estate planning
Investment planning
Later life planning
Retirement planning
Protection planning
Tax planning
Separation and Divorce Guidance
Business Services
Auto Enrolment
Business Finance Finder
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Meet our team
Meet our team
Delivering a friendly, professional service to you.
Megan Addle
Junior Paraplanner
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Shelley Bartup
Operations Manager
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Ross Baumann
Senior Financial Planning Manager
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Shannon Du-Graie
Sales Support
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Tim Dunn
Protection Adviser
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Emma Fitzgerald
Senior Manager, Financial Services – Compliance & Operations
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Jane Hanks
Paraplanner
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Casey Howse
Administrator
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Ruth Jarvis
Paraplanner
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