Our Team

We take the time to understand your current situation, your future goals and what is truly important to you.

Financial advisers
Co-Founder, Principal and Financial Adviser
CA, BCom
Principal and Financial Adviser
Principal, Financial Adviser and Head of Advice
MAppFin
Associate Adviser
LLB (Hons)
Financial Adviser
CA, BCom
CEO, Principal and Financial Adviser
Principal and Financial Adviser
Associate Adviser
Financial Adviser
CFP, MAppSc
Financial Adviser
Principal and Financial Adviser
BCom
Principal and Financial Adviser
CFA, CFPcm, BCom
Principal and Financial Adviser
CA, BCom
Principal and Financial Adviser
Operations
Marketing Manager
Compliance & Health and Safety Manager
Investment Operations Specialist
BCom
Client Services Manager
BICT
Technology Manager
Client Services Manager
Client Services Manager
Client Services Manager
Client Services Team Manager
Client Services Manager
Governance
CA, BCom
CEO, Principal and Financial Adviser
FCA, CFInstD
Independent Chair
Founders
Co-Founder, Principal and Financial Adviser
CA, BBus
Co-Founder

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