Our teamWe 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.
• Saran Allott-Davey
• Chris Jordan
• Wayne Evans
The Paraplanning Team
The paraplanning team works closely with
the planners to provide bespoke research,
recommendation reports and financial
plans for our clients.