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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Senior Associates


Fabian Taylor

Senior Associate & Chartered Financial Planner

0115 989 5206
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Associates


Zoe Till

Associate & Independent Financial Adviser

0115 989 5315
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Operations Manager


Paraplanners


Administrators