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

Rory Whittern

ADVISER SUPPORT

David Granner

ADVISER SUPPORT

Peter Clark

CONSULTANT

Martin Johnston

FINANCIAL PLANNER, DIRECTOR

Katherine Davies

TECHNICAL OPERATIONS DIRECTOR

Gemma Underwood

FINANCIAL PLANNER

Amy Cohrs-Parker

PARAPLANNER

Dan Ames

FINANCIAL PLANNER

Debbie Fairfield

PARAPLANNER

Aimee Farley-Higgs

PARAPLANNER

Conor Rooney

ASSISTANT PARAPLANNER

Danielle Hawley

COMPLIANCE MANAGER & DIRECTOR

Nicola Potter

COMPLIANCE SUPPORT

Beverley Nicholls

ACCOUNTS MANAGER

Vicky Heaton

TRAINEE PARAPLANNER

Verity Bailey-Locke

TRAINEE PARAPLANNER

Dawn Cross

ADMINISTRATOR

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.