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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Zoe Till

Partner & Chartered Financial Planner

0115 989 5315
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Investment Directors


Sam Cawley

Investment Director & Chartered Financial Planner

0115 989 5318
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Associates


Suzanne Castledine-Casey

Associate & Independent Financial Adviser

0115 851 1082
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Jack Green

Associate & Independent Financial Adviser

0115 989 5291
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Paraplanners


Administrators