Partners & Consultants


Beryl Morgan

Consultant & Independent Financial Adviser

0115 989 5293
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John Stanley

Partner & Independent Financial Adviser

0115 989 5226
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Phil Terry

Partner & Independent Financial Adviser

0115 851 1108
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Simon Thatcher

Partner & Independent Financial Adviser

0115 989 5312
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Independent Financial Advisers


Fabian Taylor

Independent Financial Adviser

0115 989 5206
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Paraplanning Manager


Tina Collishaw

Associate & Paraplanning Manager

0115 989 5302
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Paraplanners


Investment Management Projects Administrator


Jack Belford

Investment Management Projects Administrator

0115 989 5335
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Assistants