Our teams


Our friendly team of experts are always on hand to help.

Our Team

Alexander Carroll – Trainee Financial Planner

Alexander Carroll

Trainee Financial Planner

Declan Davies – Chartered Financial Planner

Declan Davies

Chartered Financial Planner

Jill Jones – Director of Operations

Jill Jones

Director of Operations

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Mark Tueart – Managing Director

Mark Tueart

Managing Director

Michelle Broadhurst – Client Support Administrator

Michelle Broadhurst

Client Support Administrator

Sophie Currie – Client Support Team Leader

Sophie Currie

Client Support Team Leader

Wesley Joyce – Technical Support Administrator

Wesley Joyce

Technical Support Administrator

Jake Bell – Client Support Administrator

Jake Bell

Client Support Administrator

Kieran Mawdesley – Technical Support Analyst

Kieran Mawdesley

Technical Support Analyst

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