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
Elena Tsonou
Client Service Administrator
Fernanda Bottoni
Client Service Administrator
Karen Malin
Compliance Support
Kat Mock
Paraplanning Consultant
Kate Westran
Creative Genius
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.