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Sandra CardwellDipPFS, Cert IoDManaging Director
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Paul WarburtonChartered FCSIHead of Client Proposition
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Matt EvansCertPFS DipFABusiness Development Manager
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Mark BallantyneACIB, ACII, DipPFS, EFASenior Financial Consultant
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Terrence LundinDipPFSFinancial Consultant
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John WalkerDipPFS, CertPFS (DM)Senior Financial Consultant - Corporate Solutions
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Samantha HallDipPFSFinancial Consultant
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John ShieldsCeMap CertPFSMortgage Manager
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Emma KeoghMortgage & Protection Consultant
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Bryan O'ConnorACSI, Dip CII, FInstAMGeneral Insurance Manager
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Fionula AlmondCert CIIGeneral Insurance Consultant
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Jane CarmichaelDip CIIGeneral Insurance Consultant
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Helen HutchinsonCert CIISenior General Insurance Consultant
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Colin MoorePhD Chartered FCSISenior Financial Consultant & Investment Manager
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Denise WaltonBusiness Support Manager
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Andrew TattersallChartered MCSIParaplanner & Business Support
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Conor StricklandBusiness Support Administrator
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Heather RobertsParaplanner
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Jade WattersonSenior Client Manager
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Claire CreerClient Manager
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Tina BradleyClient Manager
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.