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.