Our team list

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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Nigel 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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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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Ella Catherall
Operations
Ella joined financial services following her degree in economics and accounting, since then she has spent the last 4 years obtaining further qualifications...
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Morgan Nancarrow
Operations
Morgan joins us as a graduate from Exeter University where she gained a Masters in Physics. Morgan has a wealth of experience in research, analysis and data...
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Megan Oare
Operations
Megan 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...
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