top of page
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
Trina Read
DipPFS
Andrew Cook
FPFS
Joint Managing Director & Chartered Independent Adviser
John Cooper
APFS
Joint Managing Director & Chartered Independent Adviser
Tom Parkinson
APFS
Chartered Independent Financial Planner
Independent Financial Adviser
Kerry Saunders
FPFS
SOLLA Accredited Chartered
Financial Planner
Joe Westwood
DipPFS
Independent Financial Adviser
Graham Wiseman
DipPFS
Chartered MCSI
Independent
Financial Adviser
Sarah Rogerson
APFS
Chartered Independent Financial Planner
Steve Worboys
DipPFS
Independent Financial Adviser
Our Support Team
bottom of page