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
    ACMA CIRM
    Head of Compliance & Risk
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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 CertPFS (DM)
    Senior Financial Consultant
  • Martin Bannister
    DipPFS, CertPFS (DM), Certs CII (MP & ER)
    Senior Financial Consultant
  • Simon Burras
    DipPFS
    Senior Financial Consultant
  • John Shields
    CeMap CertPFS
    Mortgage Manager
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    Emma Keogh
    Cert CII (MP)
    Paraplanner
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    Emily Buckley
    Paraplanner
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    Bryan O'Connor
    Dip CII, Chartered MCSI
    Insurance Advisory Manager
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    Richard Cowen
    Insurance Advisory Consultant
  • Heather Richardson
    Insurance Advisory Consultant
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    Denise Walton
    CeMAP
    Operations Manager
  • Dave Corlett
    Business Support & Training Manager
  • Zak Callister
    Business Analyst
  • Archie Macleod
    Business Support Administrator
  • Tom Brook
    Client Manager
  • Lucy Canipa
    Client Manager
  • Will Bayley
    Client Manager
  • Tina Bradley
    Client Manager

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