Our team list

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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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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Mike Fry
Business Consultant
With over 35 years of experience in financial services from insurance to independent financial advice, Mike has the breadth and depth of experience to help...
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Chris Bailey
Investment Committee
Chris our head economist has over 20 years of investment industry experience at long-only and long-short institutions as a global multi-asset fund manager,...
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