Who we are

Chris’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.

Cindy analyses complex financial situations and ensures each of our clients have a detailed financial plan, specific to their needs.  Having joined us from Investec, with a first degree in Business Management and advanced qualifications including retirement income planning, she brings a wealth of knowledge to our planning process.

Karen ensures all of our clients, old and new, get the great experience they have come to expect. She works primarily in client liaison, keeping you up to date, answering your questions and making your life easier.

With a background in financial services at Halifax and Yorkshire Building Society she’s well equipped to support you on your journey from joining as our newest client and throughout your future financial planning.

Lucy helps to ensure our processes run smoothly.  She looks after our back office systems, making sure there are no snags along your financial planning journey and that all of our team work as effectively for you as possible. With many years experience  looking after clients in financial planning, you can be sure that she has got your experience with us at the heart of what she does.

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. With many years of experience in financial administration, Suzy is an key part of our back office team.