Our people are very important to us, as is making certain we provide you with quality professional financial advice.
We know how important it is that you can reach us whenever you need to speak to us, so we’ve included the contact details for every member of our team on the following pages.
We’ve also asked each member of the team to tell you a bit about what they do and what they enjoy most about their work to allow you to get to know us better. You might even find out a few things about us that will surprise you!
For further contact details please see our "Contact Us" page.
Following in his fathers footsteps, James joined the practice in 2002. As a Chartered Financial Planner he is one of the most highly qualified UK advisers by examination (source: Personal Finance Society and The Institute of Financial Planning).
Nathan has worked in Financial Services since 2006, working for several specialist estate planning product providers and holds the STEP Certificate for Financial Services - Trusts and Estate Planning.
Jane, is one of our experienced investment and pension administrators, looking after the day-to-day needs of wealth clients. Jane has been with us for over 7 years and previously had a variety of roles within IFA and financial service companies.
Although at the start of her career, Sarah already has four years of experience in investment and pensions administration, as well as marketing within the financial advisory industry.
Rob joined the practice in February 2015 and specialises in getting the right results for clients with mortgages and protection. Rob had previously been with Global Financial Limited for a number of years as a mortgage adviser.
Natalie is an experienced investment and pensions administrator and has worked in numerous roles within Wealth Management and local IFA practices. She has worked in the financial services industry for many years.
Janet joined us in October 2017. She was previously working within another financial planning practice Graham Merrison Associates. Janet brings many years experience of working in the financial service industry.