our team

Nigel Dale
Independent Financial Adviser
With over 25 years of experience in financial services from insurance to independent financial advice,...
view profile
Robert Lewis
Independent Financial Adviser
With over 15 years of experience in financial services from stockbroking, banking and independent...
view profile
Ella Catherall
Operations
Ella joined financial services following her degree in economics and accounting, since then she...
view profile
Megan Oare
Operations
Megan joins us from a driver hire business in Chester where over the last few years she's been assisting...
view profile
Mike Fry
Business Consultant
With over 35 years of experience in financial services from insurance to independent financial advice,...
view profile
Chris Bailey
Investment Committee
Chris our head economist has over 20 years of investment industry experience at long-only and long-short...
view profile
Barbara Hunter
Independent Mortgage Adviser
Barbara has been in financial services for around 20 years, in that time she has worked with various...
view profile
Matthew Wilson
Operations
Matthew has worked in financial services for the last two years and joins us from a previous wealth...
view profile

how can we help you?