Meet the team

  • Angela Maher, BA DipPFS

    Managing Director
  • Jon Landy, BSc (Hons) DipPFS

    Director, Independent Financial Adviser
  • Celia Evans, BA (Hons) DipPFS

    Independent Financial Adviser
  • Phil Jones, Dip CII Cert CII MP

    Independent Financial Adviser and Mortgage Adviser
  • Jenny Jones, DipPFS

    Independent Financial Adviser
  • Julie Cranny, DipPFS

    Independent Financial Adviser
  • Alex Dunk BA (Hons) DipPFS

    Independent Financial Adviser
  • Cathy Holme

    Accounts Manager
  • Derek Jameson CertPFS

    Financial Planning Co-ordinator
  • Julie Murphy

    Business Support Manager
  • Paula Molina

    Financial Planning Co-ordinator
  • Joanne Wilden, DipPFS

    Financial Planning Executive
  • Sarah Shingler

    Trainee Financial Planning Co-ordinator
  • Lucy Molina

    Trainee Financial Planning Co-ordinator