Our Team 

We have an established and experienced team working in all divisions of the group with expertise in areas such as financial planning, para-planning, management consultancy, investment strategies, regulatory compliance and business development.

CEO & FINANCIAL PLANNER

- Nick Cowen             Dip.PFS. MIoD.  

GROUP CFO 

- James Cowen  

PRINCIPAL PARTNER & FINANCIAL PLANNER

- Paul Robinson

SENIOR PARAPLANNER 

- Sara Haines

PARAPLANNER & CLIENT SUPPORT

- Lisa Slater-Brooks

ACCOUNTS ASSISTANT

- Caroline Cowen