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 & Designate MANAGING DIRECTOR
- Lisa Slater-Brooks
GROUP DEVELOPMENT DIRECTOR & Designate CFO
- James Cowen
PRINCIPAL PARTNER & FINANCIAL PLANNER
- Paul Robinson
SENIOR PARAPLANNER & Designate DIRECTOR (SPW)
- Sara Haines
- Caroline Cowen
PARAPLANNERS & CLIENT SUPPORT
- Brogan Jones
- Martin Yeadon