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. 

Nick Cowen Dip.PFS. MIoD.  

- CEO & SENIOR FINANCIAL PLANNER

Paul Robinson Dip.PFS. CertCII(MP)                        

- PRINCIPAL PARTNER & FINANCIAL PLANNER 

James Cowen                         

- CFO - FINANCE & ACCOUNTS MANAGER

Sara Haines                          

- HEAD OF PARAPLANNING & CLIENT RELATIONS MANAGER

Lisa Slater-Brooks               

- CLIENT SUPPORT & PARAPLANNER

Caroline Cowen      

- ACCOUNTS ASSISTANT

Jessica Edwards      

- FINANCIAL SERVICES ADMINISTRATOR