Who we are

Chris is a Chartered Financial Planner, who’s main role is to work with our clients, producing personalised long term financial plans that help to achieve long term financial security. He manages the team, ensuring we always do the best we can for those who trust us with their financial planning.

As our second qualified financial planner, Cindy helps to onboard some of our newest clients and to complete the ongoing research and financial planning reports. Having joined us from Investec, with a first degree in Business Management and advanced qualifications in retirement income planning, she brings a wealth of knowledge to our planning process.

Sam is a Chartered Financial Planner who works alongside Chris to produce financial planning reports for our clients. Her role is to analyse complex financial situations, research financial solutions and ensure that the advice we give continues to meet our high standards.

Suzy’s main role involves working with the various policy providers to ensure that we get all of the information needed to give you great advice. When we deal with any financial policies on your behalf, she ensures all transactions are dealt with swiftly and accurately.

Lucy ensures our clients get the great experience they have come to expect. She works primarily in client liaison and engages in day-to-day communications, answering questions and keeping you up to date. She will support your journey from when you join as as our newest client and throughout your future financial planning.