A group of passionate individuals, committed to helping you with your future 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 that matter to them.


Joe’s interests include photography, walking, and watching the latest Netflix hits with his wife Heather. His 2022 recommendation? Peaky Blinders.



Financial Planning Support Executive

Chris similarly has over 30 years experience as a Financial Adviser, mainly providing advice on Investment Planning and Protection, but also giving guidance on Pensions and Inheritance Tax Planning. 

More recently Chris has decided to focus on 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. He's a (former) winger on a prayer.



Customer Services Administrator

Jewel is a part of our administrative team; she's often the friendly face clients see first on entering the office (provided she's had a coffee). She has accumulated 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. She has made great strides in maintaining harmony in the office.



Administration Officer

Rae can fall back on more than three decades 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. She plays a giant part in the team and is a real blessing to us. 




Steven has over six months experience of financial advise. He may not know it all yet, but he'll bluff his way through and leave you confident that this time next year you'll be millionaires.

He has a dog, a kayak, and a largely neglected engineering degree; thinks this will be just like The Big Short. He didn't get the memo about suits for photos.