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About us.
Originally formed in 2005, our growth has been completely organic, based entirely upon our reputation for highly professional and personable financial advice and word-of-mouth recommendations from other happy clients and professional connections.
Meet the team:
Our Advice Team

Damian Watkins
Director & Chartered Financial Planner
Meet Damian >

Amy Woolcott
Director & Chartered Financial Planner
Meet Amy >

Paula Bond
Financial Adviser
Meet Paula >

Charlotte Greethurst
Trainee Adviser
Meet Charlotte >
Our Support Team

Sherry Ho
Head of Research & Technical Paraplanner
Meet Sherry >

Ben Summers
Junior Paraplanner
Meet Ben >

Julie Palmer
Paraplanner
Meet Julie >

Christie Antoniou
Administrator
Meet Christie >

James Robinson
Junior Paraplanner
Meet James >

Rachel Chivers
Administrator
Meet Rachel >

Rosie Bentley
Administrator
Meet Rosie >
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