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 ...

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Paul White

Compliance Director

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

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Nick Austin

Chartered Financial Planner

APFS, Cert CII (MP & ER) Based: Exeter Contact ...

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Kevin Gaskell

Financial Planner

DipPFS, CertCII (MP & ER) Based: Bridgewater Email: ...

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Andrew Troke

Financial Planner

Based: Bishop's Stortford Contact ...

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Dai Edwards

Chartered Financial Planner

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

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Nish Patel

Financial Planner

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

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Laura Billington

Financial Planner

Based: Westbury Contact Laura: laurabillington@financialsolutions.co.uk Laura graduated ...

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Roy Dravid

Financial Planner

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

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Alistair Donald

Chartered Financial Planner

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

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Robert Boswell

Financial Planner

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

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Duncan Coulson

Mortgage and Protection Adviser

Based: Stratford-upon-Avon Contact ...

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Rodney Neil

Financial Planner

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

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Marc Hoyland

Financial Planner

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

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