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WE’RE HERE TO HELP MEET OUR TEAM

Shehzad Bashir

Shehzad Bashir

Associate Financial Consultant DipPFS
Deborah Tate

Deborah Tate

Chartered Financial Planner & Associate Financial Consultant FPFS Cert CII (MP)
Robert Fayolle

Robert Fayolle

Chartered Financial Planner APFS
Johnny Newell

Johnny Newell

Financial Consultant DipPFS
Liz Sheeran

Liz Sheeran

Compliance Manager
Emma Bolt

Emma Bolt

Senior Paraplanner DipPFS, Cert CII (FS)
Deanda King

Deanda King

Senior Paraplanner DipPFS
Alex Cowell

Alex Cowell

Senior Paraplanner BA(Hons) DipPFS
Laura Benson

Laura Benson

Paraplanner
Susan Moss

Susan Moss

Consultant Support
Gurpreet Singh

Gurpreet Singh

Consultant Support
Kathryn Ryan

Kathryn Ryan

Consultant Support
Logan Simpson

Logan Simpson

Consultant Support
Rod Ruiters

Rod Ruiters

Consultant Support LL.B
Daniel Cook

Daniel Cook

Consultant Support
Kath Gambles

Kath Gambles

Compliance Officer

FOR A FREE INITIAL CONSULTATION CALL US ON 0113 387 8240

WE’LL CALL YOU BACK

Our lives are busier than ever, that’s why one of our team will call you back to see how we can help. Just fill in the contact form and we’ll do the rest!

Monday-Friday 8:30am – 5:30pm.
Excludes Weekends and Bank Holidays.
For information about how and why we use personal information and who to contact if you have any queries visit our privacy notice.