Working together for you.

A team with over 20 years experience

Our Team

When you are searching for a financial adviser you want the right blend of market knowledge, communication skills and flexible problem-solving ability. That’s what we look for. Together we have the skill set to offer a broad range of financial planning services - including investment advice, equity release and retirement planning.

Kevin Gaskell

Financial Planner

Kevin has been a financial advisor for more than 25 years and has worked for Lloyds and HSBC Banks ...

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Adam Prestwood

Operations Director

Adam has been working in financial services since 2006, gaining experience in a variety of roles ...

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Paul White

Compliance Director

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