Our people

We pride ourselves on the quality and expertise of our small, yet highly effective team. Our financial planners offer a wealth of expertise built up over many years and their knowledge is backed up through professional financial planning qualifications.They are ably supported by our efficient and customer-focused technical team who each have additional responsibilities for running apart of the business.

Huw Jones

Huw Jones

Sarah Egan

Sarah Egan

Sarah Sillars

Sarah Sillars

 

 

Russell Haworth

Russell Haworth

 

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