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Ready to start planning for the future and optimise your wealth?

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Whether you’d like to discuss creating a tailored plan or you’ve got a general question about your future finances, we’re here to help.

Maxine O’Hanlon

Director “I’m a chartered financial planner and a pension transfer specialist. Looking at your financial plan holistically is what I do best”.

Kevin Finlayson

Director “I have worked in wealth management for over 20 years and am a Chartered Member of the Personal Financial Society”

James Howell-Manning

Senior Consultant “I pride myself on trying to make advice clear and simple and to help others to understand complex matters, in straightforward terms”.

Natalie Oliver

Head of Strategy & Head of Proposition, LifeStage “I am passionate about ensuring people have access to the best (and most jargon-free) advice possible”.

Russell Hartle

Client Relationship Manager “My goal is to remain very customer focused and to work towards the best solution in all circumstances”.

Chris Watkins

Client Relationship Manager “I always strive to deliver the best service and outcome for my clients to help them achieve their goals and believe in trying to keep things simple”.

Joshua Walker

Client Relationship Manager “I enjoy getting to know clients and helping them plan for the future to achieve their goals and ambitions”.

Shebaz Ahmed

Client Relationship Manager “I enjoy helping people with their financial planning needs and want to pass on the knowledge and expertise I have gained.”

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We’re here for you, every step of the way.

Let us know a bit more about your aspirations for your future finances and we’ll get back to you as soon as we can to discuss how we can help.

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