
our team
Sam Bentley
Independent Financial AdviserFollowing his degree at York university where he got a Ba (Hons) in Politics with International...
view profileVictoria Nabarro
Independent Financial AdviserVictoria has been a financial adviser for over 6 years and is a chartered financial planner and...
view profileCleona Lira
Independent Financial AdviserCleona has been a financial adviser for over 14 years and is a chartered financial planner. Cleona...
view profileNykki Dale
Independent Financial AdviserWith over 25 years of experience in financial services from insurance to independent financial advice,...
view profileBethan Jones
OperationsBethan has circa 20 years experience in financial services. An experienced paraplanner, qualified...
view profileRobert Lewis
Independent Financial AdviserWith over 15 years of experience in financial services from stockbroking, banking and independent...
view profileElla Catherall
OperationsElla joined financial services following her degree in economics and accounting, since then she...
view profileMorgan Nancarrow
OperationsMorgan joins us as a graduate from Exeter University where she gained a Masters in Physics. Morgan...
view profileMegan Oare
OperationsMegan joins us from a driver hire business in Chester where over the last few years she's been assisting...
view profileMike Fry
Business ConsultantWith over 35 years of experience in financial services from insurance to independent financial advice,...
view profileChris Bailey
Investment CommitteeChris our head economist has over 20 years of investment industry experience at long-only and long-short...
view profileAdam Southwell
Digital StrategyAdam is an experienced expert in digital strategy, communications and marketing. Ad has a number...
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