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Working together for you.

OPERATIONS DIRECTOR

Adam Prestwood

CHARTERED FINANCIAL PLANNER

Alistair Donald

INDEPENDENT FINANCIAL ADVISER

Andrew Kennedy

FINANCIAL PLANNER

Andrew Troke

CHARTERED FINANCIAL PLANNER

Dai Edwards

INDEPENDENT FINANCIAL ADVISER

Deepak Sukhani

MORTGAGE AND PROTECTION ADVISER

Duncan Coulson

FINANCIAL PLANNER

Marc Hoyland

FINANCIAL CONSULTANT

Margaret Scott

FINANCIAL ADVISER

Mayanka Patel

PRINCIPAL FINANCIAL ADVISER

Nick Quinn

FINANCIAL PLANNER

Nish Patel

COMPLIANCE DIRECTOR

Paul White

FINANCIAL PLANNER

Robert Boswell

FINANCIAL PLANNER

Rodney Neil

FINANCIAL PLANNER

Roy Dravid

FINANCIAL ADVISER

Simon Kneath

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.

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