Meet the Team
- Client Managers
- Compliance
- Directors
- Financial Planners
- Investment Analysts
- Paraplanners
- All
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Alison Ray
Client Manager
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Alistair Hayward-Wright
Director
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Dan Styles
Chartered Financial Planner
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Ellis Smith
Chartered Financial Planner
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James Glavey
Director and Chartered Financial Planner
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Jenny Byrd
Client Manager
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Jo Barrett
Operations Manager
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Jo Millerchip
Client Manager
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John Glavey
Founder
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Massimo Vanni
Investment Analyst
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Matt Booton
Chartered Financial Planner
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Matthew Pearson
Financial Planner
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Rebecca Sinclair
Paraplanner
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Sarah Salt
Paraplanner
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Stephen Pountney
Financial Planner
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Terry Michael
Director and Chartered Financial Planner
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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.