Our team

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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Sammy-Jo Peace
Independent Mortgage Adviser
Sammy joins us as an independent mortgage and protection adviser, with a background in financial services spanning more than 10 years.
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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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Jamie Hughes
Independent Financial Adviser
Jamie lives in Prestatyn and has been a financial adviser for over 12 years, he also holds the chartered financial planner status. Jamie has worked in the North...
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Nykki Dale
Independent Financial Adviser
With over 25 years of experience in financial services from insurance to independent financial advice, Nykki 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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Taryn Robinson
Operations
Taryn Robinson is a dedicated Mortgage Administrator who is the newest member of our growing team. Her attention to detail and exceptional organisational skills...
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Beth Andrews
Operations
Beth joins us as a trainee paraplanner from a background in management accounts. Beth started in financial services within the mortgage industry, where she...
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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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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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