our team
Cleona Lira
Independent Financial AdviserCleona has been a financial adviser for over 14 years and is a chartered financial planner. Cleona...
view profile
Nigel Dale
Independent Financial AdviserWith over 25 years of experience in financial services from insurance to independent financial advice,...
view profile
Robert Lewis
Independent Financial AdviserWith over 15 years of experience in financial services from stockbroking, banking and independent...
view profile
Ella Catherall
OperationsElla joined financial services following her degree in economics and accounting, since then she...
view profile
Morgan Nancarrow
OperationsMorgan joins us as a graduate from Exeter University where she gained a Masters in Physics. Morgan...
view profile
Megan Oare
OperationsMegan joins us from a driver hire business in Chester where over the last few years she's been assisting...
view profile
Mike Fry
Business ConsultantWith over 35 years of experience in financial services from insurance to independent financial advice,...
view profile
Chris Bailey
Investment CommitteeChris our head economist has over 20 years of investment industry experience at long-only and long-short...
view profile
Barbara Hunter
Independent Mortgage AdviserBarbara has been in financial services for around 20 years, in that time she has worked with various...
view profile
Sam Bentley
OperationsFollowing his degree at York university where he got a Ba (Hons) in Politics with International...
view profile
