Meet the Team

Financial Planners

We have a team of 5 Financial Planners;

You can find more information on each planner under the drop down ‘Who we are’.

Technical Support 

  • Steve Hughes, FPFS, Chartered Financial Planner, Head of Compliance & Operations
  • Mark Adams, DipFA, Paraplanner
  • Andy Marshall, Paraplanner


  • Tracy Blake – Office Manager
  • Helen Snell - Implementation Manager
  • Nicola Moller – Administrator
  • Nicola Jones – Administrator
  • David Rogers - Administrator

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