Their loyalty and willingness to recommend us to their colleagues, friends and family means we rarely advertise. They tell us we're different from the financial advisers and brokers they've dealt with before and you can read their comments around this site.
We help our private clients in several ways: our core financial planning service, mortgages, insurance and our specialist investor visa service for Chinese and Russian nationals. Talk to our team if you'd like to know more. You'll find us helpful, professional, never pushy and always willing to answer your questions.
Our Clients Say
Very impressed with the service provided by my advisor. He acts with great professionalism, courtesy and with clarity
Private Client Services
Our Advice Team
Joel Adams
Founder & Chartered Financial Planner
Dan Cockayne
Chartered Financial Planner
Ella Davies
Chartered Financial Planner
Jonathan Halsall
Chartered Financial Planner
Sarah Wilson-Trainor
Chartered Financial Planner
Daniel Barratt
Chartered Financial Planner
Kun Liu
Chartered Financial Planner
David Baker
Partner
Suzanne McGowan
Head of employer services
Mark Morgan
Senior Financial Planner
Anna Sinelnikova
Chartered Financial Planner
Neil Sadler
Partner
Rob Smith
Chartered Financial Planner
Ross Glanfield
Partner
Michael Kennedy
Chartered Financial Planner
