Meet the Team
- Client Managers
- Compliance
- Directors
- Financial Planners
- Investment Analysts
- Paraplanners
- All
Alison Ray
Client Manager
Alistair Hayward-Wright
Director
Dan Styles
Chartered Financial Planner
Ellis Smith
Chartered Financial Planner
James Glavey
Director and Chartered Financial Planner
Jenny Byrd
Client Manager
Jo Barrett
Operations Manager
Jo Millerchip
Client Manager
John Glavey
Founder
Massimo Vanni
Investment Analyst
Matt Booton
Chartered Financial Planner
Rebecca Sinclair
Paraplanner
Terry Michael
Director and Chartered Financial Planner
Zoe Townsend
Head Client Manager
We're Here to Help
Contact Us Today
We are always eager and available to meet with you to discuss your financial objectives and assess your current strategies. No question is too big or too small. The first consultation is always free and comes with no obligation. If you'd like to speak to one of our expert financial advisers, get in touch today.