Peter leads the business and is a Chartered Financial Planner. His focus is to build a close working relationship with his clients, which is supported by the longevity of many of Peter’s client relationships.
Fiona is a Chartered Financial Planner. She works extensively with a client base of both corporate and individual clients, several of whom she has acted for over many years.
Melissa is a Chartered Financial Planner advising both individual and corporate clients. She also takes the lead on all new Employee Benefits work.
Dominic has particular experience with pensions and holds the Diploma in Regulated Financial Planning. His core area of activity is working with individuals and families.
Matthew is a winner of the Chartered Insurance Institute (CII) Young Achiever of the Year 2018. He holds a BA degree in Economics & Finance as well as the CII Diploma in Financial Planning.
Andrew joined in 2018 and works with individual clients. He has a BSc in Financial Mathematics and the IFS Diploma in Financial Planning.
Rosie holds the Diploma in Regulated Financial Planning. Her current role as Paraplanner means that Rosie works closely with Fiona, and her clients, providing direct support to them.
Ellie joined us in 2018 and holds the IFS Diploma in Financial Planning. She specialises in lifestyle financial planning and works closely with accountants, solicitors and other professional connections.
Kerrie holds the Diploma in Financial Planning and has been in the financial services industry for 19 years; working as a Paraplanner for the last 9 years, dealing with strategy and cash flow planning.