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  

GROUP DEVELOPMENT DIRECTOR

James Cowen

GROUP CHIEF FINANCE OFFICER

Lisa Slater-Brooks 

PARTNER & FINANCIAL PLANNER

Paul Robinson

ACCOUNTS ASSISTANT                                         

Caroline Cowen

SENIOR PARAPLANNERS               

Sara Haines

Tina Gunston

PARAPLANNER

Brogan Jones  

COMPLIANCE SUPPORT                  

Martin Yeadon