+44 (0)1233 813333
+44 (0)1233 813333
Meet our team of highly qualified and experienced individuals, who work together as advisers and admin staff to deliver our exceptional service and dedication to clients.
Independent Financial adviser
Simon is a highly focused adviser and leader of the company, he holds the Diploma in Financial Advice (DipFA) and is a Member of the Chartered Insurance Institute. He has just under 20 years’ experience of advising clients and looks to educate, inspire and empower his clients to make the right decisions for their future.
His main purpose is to help educate clients’ so that they can fully understand their financial position and the investments they have. This helps them achieve their goals – no matter what they are – as everyone’s goals and priorities are different. It is with all of this knowledge and insight into what clients want and need that Simon aims to continue to develop the company so that it can maintain its high standards and care for the welfare of its clients.
For Simon, one of the best things about his job is helping people. It’s always a real feel-good moment for both parties when plans come together and everyone is happy.
Administrator
Hershys joined us in from another IFA firm in the city, having previously successfully worked in Abu Dhabi. She is responsible for managing the initial research and implementation of our recommendations.
As part of her role she assists in creating cash flow forecasts for clients to help them understand their income and expenditure and how their current savings and lifestyle will affect their money during retirement. Hershys sees this as crucial in the life planning process.
She loves knowing that the work and research she undertakes will ultimately help clients not only understand their circumstances better, but also achieve their goals for retirement.
Administrator
Dios is an ambitious and driven individual with an infinite passion to help clients achieve their goals. He thrives on challenge and constantly sets goals for himself in order to have something to strive towards.
As an administrator Dios has excellent communication skills. He prides himself on making sure that people have the right information because it drives better results.
Putting clients first alongside taking pride in his work remains the prerogative which has granted Dios the capability to consistently adept the ability to connect with providers, new and existing clients.