Meet the team
Here for you every step of the way
We are a highly qualified team of Chartered and Certified Independent Financial Advisers based in Bristol.
James Mackay
Managing Director &
Independent Financial Adviser
Chris Hindle
Technical Financial Advisor &
Operations Director
James Whittington
Independent Financial Adviser
Karen Malin
Compliance Support
Kat Mock
Paraplanning Consultant
Valme Claro Fabrellas
Marketing Manager
Contact us
Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.