Our People

I have been advising clients since September 2003. My approach is simple, I am an open book and like clients to be as open with me as I am with them. That openness should lead to the most tailored advice, gained with a relaxed and simplistically honest approach. It should feel like a chat in the Pub, not a financial grilling!

I am a typical adviser, I love to play golf, walk the dogs along the beach and travel...... but who doesn't!

Daisy heads up our wellbeing team providing comfort on the tough days and exercise on a daily basis. She is a bit long in the tooth but is training her Padawan Winnie Stephens to take over when she retires. She does enjoy the pub!

Woofficer in training, Winnie is an able deputy to Daisy though some may say somewhat too enthusiastic about life!! She loves to spin on the spot and enjoys beach walks with the family. We would prefer she were contributing a little more but she is quite relaxed when not spinning.....