financial advisor initial meeting

Meet the team.

Our award winning financial planning and wealth management wouldn't be possible without our exceptional team. Let's meet them.

Single Team Balls

James Mackay

BSc CFP Chartered MSCI

Managing Director & Financial Adviser

Chris Hindle

BSc, MLIBF, PETR, Chartered ALIBF

Operations Director & Chartered Associate

Meet the support team

financial adviser compliance support

Karen Malin

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Compliance

investment management support

Abraham Okusanya

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Investment

financial adviser paraplanner support

Kat Mock

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Paraplanning

Claire Lane

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Client Administrator

lady having a free meeting with a financial planner

Get in touch

Schedule a free consultation with one of our financial advisers, or give us call.

0117 990 2602

Book a consultation Contact us