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
Having developed a great relationship with Suzanne she has been a fantastic help in guiding my financial decision making and ensuring that I’ve planned well for the future. I’d recommend her without hesitation.
Private Client Services
Our Advice Team
Joel Adams
Founder & Chartered Financial Planner
Anna Sinelnikova
Chartered Financial Planner
Daniel Barratt
Chartered Financial Planner
Dan Cockayne
Chartered Financial Planner
Ella Davies
Chartered Financial Planner
Jonathan Halsall
Chartered Financial Planner
Mark Morgan
Senior Financial Planner
Michael Kennedy
Chartered Financial Planner
Neil Sadler
Partner
Rob Smith
Chartered Financial Planner
Ross Glanfield
Partner
Sarah Wilson-Trainor
Chartered Financial Planner
Suzanne McGowan
Head of employer services
