financial advisor initial meeting

Meet the team.

Our award winning financial planning and wealth management wouldn't be possible without our exceptional team. Let's meet them.

Single Team Balls

Meet the support team

financial adviser compliance support

Karen Malin



investment management support

Abraham Okusanya



financial adviser paraplanner support

Kat Mock



Claire Lane


Client Administrator

lady having a free meeting with a financial planner

Get in touch

Schedule a free consultation with one of our financial advisers, or give us call.

0117 990 2602