Our team

  • Ben Rees FPFS MCSI

    Director / Chartered Financial Planner

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  • Simon White APFS

    Director / Chartered Financial Planner

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  • Julian Puddy DipFA ACSI

    Director / Senior Financial Planner

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  • Oliver Codrington

    Board Director

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  • Mark Thomson FPFS ACSI QFA (RoI)

    Compliance Manager

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  • Steve Timms DipPFS

    Senior Financial Adviser

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  • Molly Reid

    Client Support

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  • Sharon Griffiths

    Client Support / Pension and Investment Administrator

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  • Olivia Martin

    Practice Manager

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