Siobhan Thomas

Siobhan Thomas

Siobhan specialises in investment advice and pensions planning for both corporate and private clients.

Dave Jose

Dave Jose

Specialist in corporate pensions, auto-enrolment, transfers, personal pensions, divorce and investments. Dave is fully-qualified to Diploma level and is one of only a few holders UK-wide of the FCA Pension Transfer Specialist Licence.

Gerry Williams

Gerry Williams

Gerry is fully qualified to Diploma level and has worked in the financial services industry for over 25 years and he currently specialises in pensions, investments, and protection.

Ian Bavey

Ian Bavey

Ian has worked in the financial services industry for over 20 years. Ian started his career as a Paraplanner, and moved to work in the City of London in the year 2000, qualifying as an IFA just a year later.

Kate Mail

Kate Mail

As Paraplanner, Kate works with the team of Financial Planners / Advisors to help prepare financial plans for our clients.

Lucy Whatley

Lucy Whatley

As Office Manager Lucy is responsible for all aspects of administration and organisation, as well as liaising with clients and our product and service providers.

Charles Hammett

Charles Hammett

Charles has almost thirty years’ experience in financial services, having worked as a commercial bank manager for Royal Bank of Scotland and Clydesdale Bank prior to becoming an Independent Financial Adviser.

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