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.

Jamie Phythian,
Head of Operations/Financial Planning

Carl Mitchell,
Financial Planner

Alex Northover,
Client Support

Anne Johnson,
Administrator

Alexandra Thompson,
Administrator