Our team list
Sam Bentley
Independent Financial AdviserFollowing 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...
view profileVictoria Nabarro
Independent Financial AdviserVictoria 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...
view profileCleona Lira
Independent Financial AdviserCleona 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...
view profileNykki 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 profileBethan Jones
OperationsBethan has circa 20 years experience in financial services. An experienced paraplanner, qualified in financial planning, mortgage advice and long term care,...
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 profile