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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Investment Directors


Sam Cawley

Investment Director & Chartered Financial Planner

0115 989 5318
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Senior Associates


Zoe Till

Senior Associate & Chartered Financial Planner

0115 989 5315
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Independent Financial Advisers


Suzanne Castledine-Casey

Independent Financial Adviser

0115 851 1082
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Operations Manager


Paraplanners


Administrators