Our Advisers
Run by partners with many years combined experience in financial planning and wealth management.
Our team members share the same ethos of trust, honesty and transparency, offering solid market experience with unparalleled service skills.
We welcome the support of a long-standing, loyal and knowledgeable admin team, dedicated to providing the best possible service to our clients.
Meet the adviser team
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Michael Gould
Partner -
John Helfgott
Partner -
Natalie Cain
Partner and Chartered Financial Planner -
Dawn Herriott
Partner -
Matthew Harfitt
Partner and Chartered Wealth Manager -
Caroline Ashton
Chartered Financial Planner -
Julian Kaye
Financial Planner