Working together for you.

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OPERATIONS DIRECTOR

Adam Prestwood

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CHARTERED FINANCIAL PLANNER

Alistair Donald

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INDEPENDENT FINANCIAL ADVISER

Andrew Kennedy

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FINANCIAL PLANNER

Andrew Troke

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FINANCIAL PLANNER

Cleona Lira

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CHARTERED FINANCIAL PLANNER

Dai Edwards

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INDEPENDENT FINANCIAL ADVISER

Deepak Sukhani

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MORTGAGE AND PROTECTION ADVISER

Duncan Coulson

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FINANCIAL PLANNER

Marc Hoyland

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FINANCIAL CONSULTANT

Margaret Scott

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FINANCIAL ADVISER

Mayanka Patel

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PRINCIPAL FINANCIAL ADVISER

Nick Quinn

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FINANCIAL PLANNER

Nish Patel

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COMPLIANCE DIRECTOR

Paul White

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FINANCIAL PLANNER

Robert Boswell

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FINANCIAL PLANNER

Roy Dravid

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FINANCIAL PLANNER

Tony McGarrity

Our Team

We’re a team built to support financial advisers. Our experience spans compliance, operations, platform technology, and investment solutions, all focused on helping you deliver quality advice more efficiently.