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.