
our team
Robert 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 profileSammy-Jo Peace
Independent Mortgage AdviserSammy joins us as an independent mortgage and protection adviser, with a background in financial...
view profileSam Bentley
Independent Financial AdviserFollowing his degree at York university where he got a Ba (Hons) in Politics with International...
view profileJamie Hughes
Independent Financial AdviserJamie lives in Prestatyn and has been a financial adviser for over 12 years, he also holds the chartered...
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 profileTaryn Robinson
OperationsTaryn Robinson is a dedicated Mortgage Administrator who is the newest member of our growing team....
view profileBeth Andrews
OperationsBeth joins us as a trainee paraplanner from a background in management accounts. Beth started in...
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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