Our team

We have a team approach, which means that clients build trust with a small group of well-qualified people who know and understand their affairs.

Where appropriate we will liaise with a client's other professional advisers - accountants, solicitors and other financial services professionals, to ensure we're all working in the same direction and in the client's best interest.

In addition to our two senior planners we have a well-qualified team of planners and researchers who are able to work independently for clients or to work on certain aspects along with a senior planner. This is cost effective for clients paying hourly financial planning rates and also allows us to develop specialists in house for areas such as investments, estate planning and retirement planning.


Financial Planners
Saran Allott-Davey
Chris Jordan
Nicole Lamburn


Technical Support Team
The Technical Support Team works closely with the planners to provide bespoke research, recommendation reports and financial plans for our clients.

Financial Planners
Saran Allott-Davey
Chris Jordan
Nicole Lamburn

Technical Support Team
Heather Jones – Senior Technical Support
Andy Willemite – Head of Investment Research
Liam Fowler – Investment Analyst
Helen Drew – Technical Support
Karen Cowles – Technical Support

The Client Services Team
Leanne Watkins – Personal Assistant to Saran Allott-Davey
Cassy Lewis – Office Manager and PA to Chris Jordan
Janet Rees – Financial Controller
Cath Carey – Administrative Assistant
Danielle Lee - Administrative Assistant
Gemma Carr - Administrative Assistant