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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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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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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Adam Southwell
Digital Strategy
Adam is an experienced expert in digital strategy, communications and marketing. Ad has a number of roles including running his own digital business working...
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