![financial advisor initial meeting](https://d269azu04l8n6x.cloudfront.net/wp-content/uploads/2023/06/our-story_slim.jpg)
Meet the team.
Our award winning financial planning and wealth management wouldn't be possible without our exceptional team. Let's meet them.
Meet the support team
![financial adviser compliance support](https://d269azu04l8n6x.cloudfront.net/wp-content/uploads/2023/05/Karen.jpg)
Karen Malin
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Compliance
![investment management support](https://d269azu04l8n6x.cloudfront.net/wp-content/uploads/2023/06/Abraham.jpg)
Abraham Okusanya
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Investment
![financial adviser paraplanner support](https://d269azu04l8n6x.cloudfront.net/wp-content/uploads/2023/06/Kat.jpg)
Kat Mock
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Paraplanning
![](https://d269azu04l8n6x.cloudfront.net/wp-content/uploads/2023/09/Claire-2.jpg)
Claire Lane
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Client Administrator
![lady having a free meeting with a financial planner](https://d269azu04l8n6x.cloudfront.net/wp-content/uploads/2023/06/cta_1-1.jpg)
Get in touch
Schedule a free consultation with one of our financial advisers, or give us call.
0117 990 2602