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,

Stuart McDonald,
Financial Planner

Amie Farrell,
Practice Manager

Michelle Holden,
Financial Planning Administrator

Alex Northover,
Client Support

Derek McDonald,
Client Liaison

Carol Fogarty,
Corporate Administrator

Jamie Phythian,
Financial Planner Consultant

To discuss how we may be able to help you on your financial journey, please get in touch