Our team list

  • Sam Bentley

    Independent Financial Adviser

    Following his degree at York university where he got a Ba (Hons) in Politics with International Relations, Sam attended Cardiff University where he got a Masters...

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  • Victoria Nabarro

    Independent Financial Adviser

    Victoria has been a financial adviser for over 6 years and is a chartered financial planner and holds the coveted fellowship status with the Chartered Insurance...

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  • Cleona Lira

    Independent Financial Adviser

    Cleona has been a financial adviser for over 14 years and is a chartered financial planner. Cleona has worked for an international bank before moving into the...

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  • Nykki Dale

    Independent Financial Adviser

    With over 25 years of experience in financial services from insurance to independent financial advice, Nigel has the breadth and depth of experience needed...

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  • Bethan Jones

    Operations

    Bethan has circa 20 years experience in financial services. An experienced paraplanner, qualified in financial planning, mortgage advice and long term care,...

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  • Robert Lewis

    Independent Financial Adviser

    With over 15 years of experience in financial services from stockbroking, banking and independent financial advice, Rob has the breadth and depth of experience...

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how can we help you?

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