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Meet our team
With continuous development in all our departments and being of Chartered status, we ensure we offer the very best advice that will ensure a secure future for you and your loved ones.
Our Financial Advisers
Susan Barber
DipFA M.L.I.B.F
Independent Financial Adviser
Briony Bartlett
DipPFS
Independent Financial Adviser
Asa Cardiff
DipPFS
Associate Director & Independent Financial Adviser
Luke Challis
DipPFS
Independent Financial Adviser
James Martin
DipPFS
Independent Financial Adviser
Andrew Cook
FPFS
Joint Managing Director & Chartered Independent Adviser
John Cooper
APFS
Joint Managing Director & Chartered Independent Adviser
Francesca Darwood
DipPFS
Independent Financial Adviser
Tom Parkinson
APFS
Chartered Independent Financial Planner
Sarah Rogerson
APFS
Chartered Independent Financial Planner
Kerry Saunders
FPFS
SOLLA Accredited Chartered
Financial Planner
Trina Read
DipPFS
Independent Financial Adviser
Graham Wiseman
DipPFS
Chartered MCSI
Independent Financial
Adviser
Joe Westwood
DipPFS
Independent Financial Adviser
Our Support Team
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