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.

  • LinkedIn
    Sandra Cardwell
    DipPFS, Cert IoD
    Managing Director
  • LinkedIn
    Paul Warburton
    Chartered FCSI
    Head of Client Proposition
  • LinkedIn
    Douglas Mulunda
    Chief Operating Officer
  • Matt Evans
    CertPFS DipFA
    Business Development Manager
  • LinkedIn
    Terrence Lundin
    DipPFS
    Financial Consultant
  • LinkedIn
    John Walker
    DipPFS, CertPFS (DM)
    Head of Corporate Solutions
  • Andrea Forsyth
    DipPFS
    Financial Consultant - Corporate Solutions
  • LinkedIn
    Colin Moore
    PhD Chartered FCSI
    Senior Financial Consultant & Investment Manager
  • LinkedIn
    Samantha Hall
    DipPFS
    Financial Consultant
  • John Shields
    CeMap CertPFS
    Mortgage Manager
  • LinkedIn
    Emma Keogh
    Mortgage & Protection Consultant
  • Martin Bannister
    DipPFS Cert CII (MP)
    Senior Paraplanner
  • LinkedIn
    Bryan O'Connor
    ACSI, Dip CII, FInstAM
    General Insurance Manager
  • LinkedIn
    Helen Hutchinson
    Cert CII
    Senior General Insurance Consultant
  • LinkedIn
    Jane Carmichael
    Dip CII
    General Insurance Consultant
  • LinkedIn
    Denise Walton
    CeMAP
    Business Support Manager
  • LinkedIn
    Andrew Tattersall
    Chartered MCSI
    Business Support Manager
  • Conor Strickland
    Business Support Administrator
  • Jade Watterson
    Senior Client Manager
  • Claire Creer MFG
    CeMAP
    Client Manager
  • Lucy Canipa
    Client Manager
  • LinkedIn
    Emily Buckley
    Client Manager - Corporate Solutions
  • Tina Bradley
    Client Manager