Home
About Us
The History Of Our Founder
History
Philosophy
Chartered Status
In the Community
Teams
Who Are We
What Are The Teams
Services
Types of Advice Given
Advice Process
More About Our Services
Financial Planning
Pensions
Corporate Services
Investments
Costs
Costs
Vacancies
Contact
Who Are We
Home
Teams
Who Are We
Nicholas O'Shea
Director & Chartered Financial Planner
Elizabeth Rule
Compliance Director & Chartered Financial Planner
Andy O'Shea
Director & Head of Fund Solutions
Robbie Cragg
Finance and HR Director
David Garrard
Senior Financial Planner
Richard Frost
Chartered Financial Planner
James Sherwood
Financial Planner
David Woods
Financial Planner
Cherilyn Tilbury
Financial Planner
Jamie Vant-Harrison
Financial Planner
Daniel Binder
Financial Planner
Kyron Rolfe
Trainee Financial Planner
Nick Holness
Head of IT
Sue Morgan
Administration Manager