Our friendly team of experts are always on hand to help.
Our Team
Jill Jones
Director of Operations
Mark Tueart
Managing Director
Alexander Carroll
Trainee Financial Planner
Declan Davies
Chartered Financial Planner
Joel Adams
Founder & Chartered Financial Planner
Kieran Mawdesley
Technical Support Analyst
Lucy Brydon
Client Support Administrator
Michelle Broadhurst
Client Support Administrator
Sarah Wilson-Trainor
Partner
Sophie Leyland
Client Support Team Leader
Wesley Joyce
Technical Support Administrator