We are a small, vibrant and diverse team with a genuine passion for making a positive difference to our client’s lives. We strive to deliver our best services with empathy, enthusiasm and professionalism. We do this by bringing our specialised skills together to work as a team to achieve the best results.

Howard Northover,
Director
Howard Northover
Whilst Howard still advises a small group of clients, his main role is looking after the day to day processes of the company, allowing the advisory team to focus on clients.
Howard is a keen drummer and outside the office, you’ll either find him performing in various bands across Liverpool or at Goodison Park watching Everton.

Stuart McDonald,
Financial Planner
Stuart McDonald
Outside the office, Stuart likes to keep fit and regularly plays football and golf.

Amie Farrell,
Practice Manager
Amie Farrell
In her spare time, Amie loves to travel and has not long returned from a trip discovering Australia.

Michelle Holden,
Financial Planning Administrator
Michelle
Michelle is looking to develop her bright career and work towards gaining her diploma. Her focus is ensuring clients receive excellent customer service and working efficiently with our advisers, enabling them to spend more time focusing on meeting our client’s needs.
In her spare time Michelle enjoys camping with the family and is also heavily involved in the scout movement.

Alex Northover,
Client Support
Alex Northover
Alex spends his free time playing football, in the gym or critiquing horror films.

Derek McDonald,
Client Liaison
Derek
Derek is a keen amateur drummer and is taking the opportunity of the recent role change to spend more time travelling.

Carol Fogarty,
Corporate Administrator
Carol
Carol spends most of her spare time with family, looking after her two grandchildren, who keep her very busy, to say the least!

Jamie Phythian,
Financial Planner Consultant
Jamie Pythian
Outside of the world of finance, Jamie has a passion for Liverpool FC and travelling, often combining the two.
To discuss how we may be able to help you on your financial journey, please get in touch
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