our team

Nigel Dale
Independent Financial Adviser
With over 25 years of experience in financial services from insurance to independent financial advice,...
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Robert Lewis
Independent Financial Adviser
With over 15 years of experience in financial services from stockbroking, banking and independent...
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Ella Catherall
Operations
Ella joined financial services following her degree in economics and accounting, since then she...
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Megan Oare
Operations
Megan 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 Consultant
With over 35 years of experience in financial services from insurance to independent financial advice,...
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Chris Bailey
Investment Committee
Chris 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 Adviser
Barbara has been in financial services for around 20 years, in that time she has worked with various...
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Sam Bentley
Operations
Following his degree at York university where he got a Ba (Hons) in Politics with International...
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