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
- CFO - FINANCE & ACCOUNTS MANAGER
- HEAD OF PARAPLANNING & CLIENT RELATIONS MANAGER
- CLIENT SUPPORT & PARAPLANNER
- ACCOUNTS ASSISTANT
- FINANCIAL SERVICES ADMINISTRATOR