The team

With our strong ethics and personal approach, our experienced and qualified planners are here to give you financial peace of mind.

Supported by an extensive team of dedicated paraplanners and administrators, we ensure that every client receives a personal, dedicated service. Come and meet the team…

Robin Etherington

CHARTERED FINANCIAL PLANNER, MANAGING DIRECTOR

Peter Clark

CHARTERED FINANCIAL PLANNER, DIRECTOR

Eugénie Cameron

CHARTERED FINANCIAL PLANNER

Martin Johnston

FINANCIAL PLANNER

Ed Blackett

FINANCIAL PLANNER

Hilary Wise

CHARTERED PARAPLANNER

William Worsley

PARAPLANNER

Lavinia Macdonald

PARAPLANNER

Katherine Davies

PARAPLANNER

Harry Plunkett

TRAINEE PARAPLANNER

Danielle Hawley

OFFICE MANAGER

Nicola Potter

COMPLIANCE MANAGER

Liz Howse

ADMINISTRATOR

Dawn Cross

ADMINISTRATOR

Dan Ames

TRAINEE PARAPLANNER

Nicole Hoyle

ADMINISTRATOR

Aimee Farley-Higgs

TRAINEE PARAPLANNER

Beverley Nicholls

ACCOUNTS MANAGER

Contact us

If you have a query or would like to arrange a no-obligation consultation at our cost, please complete the form and we’ll get back to you very soon.