Meet our Team

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

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

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    Sandra Cardwell
    DipPFS, Cert IoD
    Managing Director
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    Paul Warburton
    Chartered FCSI
    Head of Client Proposition
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    Douglas Mulunda
    CISA, ITIL v3 Expert
    Chief Operating Officer
  • Richard Taylor
    Head of Compliance & Risk.
  • Matt Evans
    CertPFS DipFA
    Business Development Manager
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    Terrence Lundin
    DipPFS
    Senior Financial Consultant
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    Colin Moore
    PhD Chartered FCSI
    Senior Financial Consultant & Investment Manager
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    Samantha Hall
    DipPFS
    Senior Financial Consultant
  • John Shields
    CeMap CertPFS
    Mortgage Manager
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    Emma Keogh
    Cert CII (MP)
    Paraplanner
  • Martin Bannister
    DipPFS Cert CII (MP, ER)
    Financial Consultant
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    Bryan O'Connor
    ACSI, Dip CII
    General Insurance Manager
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    Richard Cowen
    General Insurance Consultant
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    Denise Walton
    CeMAP
    Business Support Manager
  • Zak Callister
    Business Analyst
  • Conor Strickland
    Business Support Administrator
  • Jade Watterson
    Senior Client Manager
  • Claire Creer
    CeMAP
    Client Manager
  • Lucy Canipa
    Client Manager
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    Emily Buckley
    Client Manager - Corporate Solutions
  • Tina Bradley
    Client Manager