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Meet the team

Here for you every step of the way

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

Client Associate

Karen Malin

Compliance Support

Kat Mock

Paraplanning Consultant

Contact us

Want to know more? Drop us a line.