We are very pleased to be one of a growing number of firms staffed by professionally qualified, experienced individuals who put their clients at the heart of their business and deliver an ongoing service of the highest quality.
As a Chartered Accountant, Fellow of the Personal Finance Society and a Chartered and Certified Financial Planner, Tony specialises in strategic planning. read more
A Fellow of the Personal Finance Society, a Chartered and Certified Financial Planner, Joss regularly appears on radio and in the press. read more
Heading towards Chartered and Certified status, Gemma works with existing clients. Her interest lies in the research and preparation of technical reports. read more
Also progressing toward Chartered and Certified status, Jon undertakes a technical planning and research role and is looking forward to working with new and existing clients. read more
As the senior administrator on our team, Tony is unusually highly qualified for his role. He enjoys speaking with clients and ensures all queries are dealt with efficiently.
The most recent member of our team, Kevin is an IT graduate studying towards his Diploma. He undertakes our technical administration and is constantly enhancing our use of technology.