our team
Cleona Lira
Independent Financial AdviserCleona has been a financial adviser for over 14 years and is a chartered financial planner. Cleona...
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Nigel 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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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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Adam Southwell
Digital StrategyAdam is an experienced expert in digital strategy, communications and marketing. Ad has a number...
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Morgan Nancarrow
OperationsMorgan joins us as a graduate from Exeter University where she gained a Masters in Physics. Morgan...
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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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Barbara Hunter
Independent Mortgage AdviserBarbara has been in financial services for around 20 years, in that time she has worked with various...
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Sam Bentley
OperationsFollowing his degree at York university where he got a Ba (Hons) in Politics with International...
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