Our team

We’re a close team, where everyone is valued and everyone plays an important part. We work together, sharing our knowledge and experience to the benefit of our clients.

As a client, you’ll work most closely with one of our four financial planners – Andy, Donna, Lisa or Phil – who’ll be there to lead you through the process and provide ongoing advice. Whenever you get in touch, this is who you’ll normally speak with.

There’ll always be a real person to talk to, not an automated machine, and someone on hand to deal with any urgent issues you might have.