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.
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.
Outside the office, Stuart likes to keep fit and regularly plays football and golf.
In her spare time, Amie loves to travel and has not long returned from a trip discovering Australia. She is already planning her next trip.
Outside of the office, you will likely find Oliver on the slopes, or out on the golf course working on his impressive handicap.
Alex spends his free time playing football, in the gym or critiquing horror films.
Derek is a keen amateur drummer and is taking the opportunity of the recent role change to spend more time travelling.
Carol spends most of her spare time with family, looking after her two grandchildren, who keep her very busy, to say the least!
Outside of the world of finance, Jamie has a passion for Liverpool FC and travelling, often combining the two.