Meet the team

    Philip J Milton DipFS CFPCM Chartered MCSI FPFS FCIB
    Chartered Wealth Manager | Fellow Of The Personal Finance Society | Fellow Of The Chartered Institute Of Bankers

    Managing Director

      Scott W J Pickard APFS
      Chartered Financial Planner

      Director

        Sandra Wonnacott
        Director
          Simon Valentine-Marsh Certs CII (MP & ER) BA (Hons) FPFS
          Chartered Financial Planner, Member of the Society of Mortgage Professionals

          Director

            Nikki Baker
            Director

            Senior Administrator

              Felix J Milton APFS MAAT
              Chartered Financial Planner, Member of the Association of Accounting Technicians

              Adviser

                Elizabeth Webb BSc CA APFS
                Certified Mortgage Professional, Chartered Accountant, Chartered Financial Planner

                Adviser