About Us
We like to build up a good relationship with each of our clients, where we know them and where they know us and trust our approach.
This section therefore sets out to give you information about us - our firm, our advisers, our fee basis, legal Information - whatever you want to know about us.
The Team
Paul Thomas, AIFP - Managing Director & Certified Financial Planner
David Verney, APFS - Director & Chartered Financial Planner
Marc Ruse, CFP - Director & Chartered Financial Planner
Anna Gawley, APFS - Chartered Accountant & Chartered Financial Planner
Pauline Mowbray - Officer Manager
Tracey Hutchinson - Pensions Administrator
Ben Hadley - Trainee Investment Researcher
Pat Bird - Bookkeeper
Meet the team
