Meet the Advisers
Our mission is to make financial planning feel simple. By putting your personal goals at the heart of our advice, we help you make the best possible financial decisions for your family, your business, and your future.
Richard Sheppard
Chartered Financial Planner
Steve Lucas
Chartered Financial Planner
Sam Thompson
Financial Consultant
Phil Bonser
Financial Consultant
Mark Davies
Financial Consultant
Tim Hill
Chartered Associate ALIBF
Tricia Alcock
Chartered Associate ALIBF
Susie Leverton
Financial Consultant
Ian Forster
Financial Consultant
Phil Daw
Financial Consultant
Rich Christopher
Financial Consultant
Joe Akik
Financial Consultant
Alexandra Sacre-Hardy
Financial Consultant
Stuart Davis
Chartered Financial Planner
Kirsty Travis
Financial Consultant
Jonathan Ashbee
Financial Consultant
