Meet our Team

From Financial Consultants, Mortgage Advisers to Business Insurance Experts. We have all this expertise under one roof.

Meet our team to see who can help you plan for your financial goals and aspirations, or help take your business grow to that next level.

  • Sandra Cardwell
    DipPFS, Cert IoD
    Managing Director
    LinkedIn Profile:
  • Paul Warburton
    Chartered FCSI
    Head of Client Proposition
    LinkedIn Profile:
  • Mark Ballantyne
    ACIB, ACII, DipPFS, EFA
    Senior Financial Consultant
    LinkedIn Profile:
  • Caroline Callow
    CeMap DipPFS
    Senior Financial Consultant
    LinkedIn Profile:
  • Matt Evans
    CertPFS DipFA
    Senior Financial Consultant
  • Sid Ludbe
    DipFA MLIBF
    Financial Consultant & Mortgage Advisor
    LinkedIn Profile:
  • Terrence Lundin
    DipPFS
    Financial Consultant
    LinkedIn Profile:
  • Rob O'Connor
    DipPFS, CertPFS (DM)
    Senior Financial Consultant
    LinkedIn Profile:
  • John Walker
    DipPFS, CertPFS (DM)
    Senior Financial Consultant - Corporate Solutions
    LinkedIn Profile:
  • John Shields
    CeMap CertPFS
    Mortgage Manager
    LinkedIn Profile:
  • Bryan O'Connor
    ACSI, Dip CII, FInstAM
    General Insurance Manager
    LinkedIn Profile:
  • Fionula Almond
    Cert CII
    General Insurance Consultant
    LinkedIn Profile:
  • Jane Carmichael
    Dip CII
    General Insurance Consultant
    LinkedIn Profile:
  • Helen Hutchinson
    Cert CII
    General Insurance Consultant
    LinkedIn Profile:
  • Colin Moore
    PhD Chartered FCSI
    Investment Manager
    LinkedIn Profile:
  • Andrew Tattersall
    Chartered MCSI
    Para-Planner
    LinkedIn Profile:
  • Nicky Woods
    Int.Dip (Comp) MICA, ACSI
    Risk and Compliance Officer
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  • Emma Keogh
    Client Manager & Paraplanner
    LinkedIn Profile:
  • Leeanne Keary
    Paraplanner
  • Heather Roberts
    Paraplanner
  • Samantha Hall
    Paraplanner
    LinkedIn Profile:
  • Kyle Crouser
    Paraplanner
  • Luke Simpson
    Dip PH., Dip HSc.
    Client Manager
    LinkedIn Profile:
  • Sean Doyle
  • Charlotte Urgias
    Client Manager
  • Denise Walton
    Business Support Manager
    LinkedIn Profile:
  • Conor Strickland
    Business Support Administrator
  • Jade Watterson
    Senior Client Manager
  • Claire Creer
    Client Manager
  • Tina Bradley
    Client Manager
  • Teagan Allen
    Junior Client Manager