Working together for you.

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.

Adam Prestwood

Operations Director

BA (Hons), FPFS, Chartered MCSI Adam has been working in financial services since 2006, gaining ...

View Profile

Paul White

Compliance Director

Chartered MCSI, ACII, DipPFS Paul has 30 years’ experience in the financial services ...

View Profile

Andrew Troke

Financial Planner

Based: Bishop's Stortford Contact ...

View Profile

Dai Edwards

Chartered Financial Planner

FPFS, IMC Based: Westbury Contact Dai: daiedwards@financialsolutions.co.uk Dai is a ...

View Profile

Nish Patel

Financial Planner

 BSc (Hons) DipPFS. Based: Coventry Contact Nish: nish@nautilusam.co.uk Nish ...

View Profile

Mayanka Patel

Financial Adviser

Based: Coventry, West Midlands Email: mayanka@nautilusam.co.uk Contact: 07977 ...

View Profile

Roy Dravid

Financial Planner

Based: Greenwich, London Contact Roy: roy.dravid@lifeviewfp.co.uk Website: ...

View Profile

Alistair Donald

Chartered Financial Planner

Based: Hersham, Surrey Contact Alistair: alistairdonald@financialsolutions.co.uk Phone: 01932 ...

View Profile

Robert Boswell

Financial Planner

Based: Lewes, East Sussex Contact Rob: rboswell@lloyd-boswell.co.uk

View Profile

Duncan Coulson

Mortgage and Protection Adviser

Based: Stratford-upon-Avon Contact ...

View Profile

Rodney Neil

Financial Planner

Based: Blairgowrie, Perthshire Contact Rodney: rodneyneil@aol.com

View Profile

Marc Hoyland

Financial Planner

Based: Leeds Contact: planning@claritylfp.co.uk Website: ...

View Profile

Margaret Scott

Financial Consultant

Based: Eyemouth, Berwickshire Email: margaret.s@hmsfinancial.co.uk Mobile: 07793 ...

View Profile

Nick Quinn

Principal Financial Adviser

Based: Thurlestone, ...

View Profile

Simon Kneath

Financial Adviser

Based: Torquay, Devon Email: simon@gmmfs.co.uk Contact: 07901 914630 / 01803 ...

View Profile

Andrew Graham

Independent Financial Adviser

Based: London Contact Andrew: andrew@andrewgrahamwm.co.uk Contact Phone Number: 07449 301 ...

View Profile

Deepak Sukhani

Independent Financial Adviser

Based: Watford Contact Deepak: deepaksukhani@financialsolutions.co.uk Contact Phone Number: ...

View Profile

Andrew Kennedy

Independent Financial Adviser

Based: Northamptonshire Contact Andrew: andrew.kennedy@elsbywm.co.uk Contact Phone Number: ...

View Profile