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 & 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

ACCOUNTS ASSISTANT

- Caroline Cowen

PARAPLANNERS & CLIENT SUPPORT

- Brogan Jones  

COMPLIANCE SUPPORT            

- Martin Yeadon