our team
Robert Lewis
Independent Financial AdviserWith over 15 years of experience in financial services from stockbroking, banking and independent...
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Ella Catherall
OperationsElla joined financial services following her degree in economics and accounting, since then she...
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Sammy-Jo Peace
Independent Mortgage AdviserSammy joins us as an independent mortgage and protection adviser, with a background in financial...
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Sam Bentley
Independent Financial AdviserFollowing his degree at York university where he got a Ba (Hons) in Politics with International...
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Jamie Hughes
Independent Financial AdviserJamie lives in Prestatyn and has been a financial adviser for over 12 years, he also holds the chartered...
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Nykki Dale
Independent Financial AdviserWith over 25 years of experience in financial services from insurance to independent financial advice,...
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Bethan Jones
OperationsBethan has circa 20 years experience in financial services. An experienced paraplanner, qualified...
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Taryn Robinson
OperationsTaryn Robinson is a dedicated Mortgage Administrator who is the newest member of our growing team....
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Beth Andrews
OperationsBeth joins us as a trainee paraplanner from a background in management accounts. Beth started in...
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Megan Oare
OperationsMegan joins us from a driver hire business in Chester where over the last few years she's been assisting...
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Mike Fry
Business ConsultantWith over 35 years of experience in financial services from insurance to independent financial advice,...
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Chris Bailey
Investment CommitteeChris our head economist has over 20 years of investment industry experience at long-only and long-short...
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Adam Southwell
Digital StrategyAdam is an experienced expert in digital strategy, communications and marketing. Ad has a number...
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