A group of passionate individuals, committed to helping you with your financial planning
Partner & Financial Adviser
Joe has been working in financial services for nearly 30 years. He enjoys getting to know clients so he can fully understand their plans and the things they care about. Joe’s interests include photography, walking, and watching the latest Netflix hits with his wife Heather.
Financial Planning Support Executive
Chris has over 30 years experience as a Financial Adviser, mainly providing advice on Investment Planning and Protection, but also giving guidance on Pension and Inheritance Tax Planning.
More recently Chris has decided to focus on the back office Financial Planning for the practice rather than direct to client advice.
Chris enjoys spending time with his family and friends; he previously played amateur football on a regular basis and now enjoys watching sports, reading and being involved in church life.
Client Services Coordinator
Nick has over 15 years experience in financial services, having previously worked within various bluechip banking groups, his work has involved coordinating with fund managers and life product providers as well as UK and international financial adviser offices.
Nick uses his varied experience and industry knowledge to coordinate our product offering with our client's needs; ensuring we can execute the advice we provide.
Customer Services Administrator
Jewel is a part of our administrative team; she welcomes clients into our office and makes sure their needs are met. She has over 30 years experience in client services, having worked previously for Danske Bank and PwC. In her spare time Jewel enjoys walking and is a member of Whitehead Ladies Choir.
Rae has over 30 years experience working in various administrative roles within the civil service and other organisations. She handles the day to day running of the office and facilitating clients’ needs. Rae enjoys spending time on the causeway coast and getting involved with her church community