Get to know us

As your financial planners, we take the time to understand you. When you work with us you’ll be dealing with real people, whether it’s over the phone or face to face.

Our team brings an enviable amount of knowhow and a broad range of professional qualifications to the table. We’ve never added together all those years of service because it would probably make us feel very old, but as a team we can offer several decades of practical knowledge and experience.

It’s good to put faces to names and to understand exactly what drives the professionals you’ll be working with on your future plans. You can meet the team using their profiles below.