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
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  • Paul Warburton
    Chartered FCSI
    Head of Client Proposition
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  • Matt Evans
    CertPFS DipFA
    Business Development Manager
  • Mark Ballantyne
    ACIB, ACII, DipPFS, EFA
    Senior Financial Consultant
    LinkedIn Profile:
  • Terrence Lundin
    DipPFS
    Financial Consultant
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  • John Walker
    DipPFS, CertPFS (DM)
    Senior Financial Consultant - Corporate Solutions
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  • Samantha Hall
    Financial Consultant
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  • John Shields
    CeMap CertPFS
    Mortgage Manager
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  • Emma Keogh
    Mortgage & Protection Consultant
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  • Bryan O'Connor
    ACSI, Dip CII, FInstAM
    General Insurance Manager
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  • Fionula Almond
    Cert CII
    General Insurance Consultant
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  • Jane Carmichael
    Dip CII
    General Insurance Consultant
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  • Helen Hutchinson
    Cert CII
    General Insurance Consultant
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  • Colin Moore
    PhD Chartered FCSI
    Senior Financial Consultant & Investment Manager
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  • Denise Walton
    Business Support Manager
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  • Andrew Tattersall
    Chartered MCSI
    Paraplanner & Business Support
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  • Conor Strickland
    Business Support Administrator
  • Heather Roberts
    Paraplanner
  • Luke Simpson
    Dip PH., Dip HSc.
    Client Manager
    LinkedIn Profile:
  • Sean Doyle
    Client Manager - Corporate Solutions
  • Charlotte Urgias
    Client Manager
  • Jade Watterson
    Senior Client Manager
  • Claire Creer
    Client Manager
  • Tina Bradley
    Client Manager