Our team list
Nigel Dale
Independent Financial AdviserWith over 25 years of experience in financial services from insurance to independent financial advice, Nigel has the breadth and depth of experience needed...
view profileRobert Lewis
Independent Financial AdviserWith over 15 years of experience in financial services from stockbroking, banking and independent financial advice, Rob has the breadth and depth of experience...
view profileElla Catherall
OperationsElla joined financial services following her degree in economics and accounting, since then she has spent the last 4 years obtaining further qualifications...
view profileMegan Oare
OperationsMegan joins us from a driver hire business in Chester where over the last few years she's been assisting clients, booking appointments and leading customer...
view profileMike Fry
Business ConsultantWith over 35 years of experience in financial services from insurance to independent financial advice, Mike has the breadth and depth of experience to help...
view profileChris Bailey
Investment CommitteeChris our head economist has over 20 years of investment industry experience at long-only and long-short institutions as a global multi-asset fund manager,...
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