People you can talk to who know
what
they’re talking about

Our team of Advisers will provide you with independent advice that stays firmly focused on your objectives and your needs. Together, we’ll help you identify the most tax-efficient approach for you in your financial planning, allowing you to maximise your investments and reduce, wherever possible, your tax liability.

We also think you’ll find us good to work with… we’ll be there when you want us, and we’ll take the time to get to know you. You’ll enjoy a productive relationship between real people, not just ‘clients’ and ‘named contacts’!

Our team

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Peter Blinkhorn

Chartered Financial Planner
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Richard Leonard

Chartered Financial Planner
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Guy Austin

Chartered Financial Planner
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Wayne Vernon

Chartered Financial Planner
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Carol Coulter

Administration Manager
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Leanne Johnson

Senior Operations Manager
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Louise Myers

Paraplanner
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Victoria Betteridge

Senior Administrator
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Zoe Dalton

Administrator
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Ryan Spence

Paraplanner
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Kyle Astall

Trainee Administrator