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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