You’ll have a named Financial Planner if you decide to join our WealthFocus service. All of our colleagues shown here are active members of that Financial Planning Team.
Peter is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute. A Financial Adviser since 1987, Peter retains a close working relationship with his clients
Fiona is a Chartered Financial Planner and works extensively with a client base of both corporate and individual clients.
As a Chartered Financial Planner Melissa brings, amongst other things, extensive experience of SSAS and SIPP arrangements. In addition to her individual clients, Melissa also takes the lead on all new Employee Benefits work.
Simon provides a breadth of financial advice to clients and also oversees the operation of the WealthFocus support team.
Dominic has a particular focus in the complicated world of Self Invested Personal Pensions (SIPPs).
Rosie is the Para Planner in Dominic’s Team and covers most elements of both investment and financial planning for our clients.