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
James financial advisor

James Mackay

BSc CFPâ„¢ Chartered MSCI

Managing Director & Financial Adviser

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chris wealth management headshot

Chris Hindle

BSc, MLIBF, PETR, Chartered ALIBF

Operations Director & Chartered Associate

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Meet the support team

financial adviser compliance support

Karen Malin

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Compliance

investment management support

Abraham Okusanya

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Investment

financial adviser paraplanner support

Kat Mock

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Paraplanning

Claire Lane

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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.

01179 902 602
Book a consultation Contact us