Our people

We are a friendly, collaborative and supportive team who love working with each other and with other people. A quietly confident and ambitious group we put our success down to a combination of sheer hard work, a keenness to develop professionally and a delight in spending time with other people.

We look for integrity and curiosity in our staff, always recruiting team members with the potential to grow and develop both personally and professionally. Any contact with us is met with a warm, friendly smile, a welcoming attitude and without doubt excellent knowledge or your financial circumstances.

Meet the Team

Please use the links below to learn more about the team.

Jessica Anderson

Director

Sarah Gougam DipPFS

Head of Paraplanning

Sarah Dawson

Practice Manager

Jessica Glanville

Paraplanner

Martine Wright

Senior Office Administrator

Jack Palmer

Technical Administrator