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
          Nikki Baker
          Director

          Senior Administrator

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

            Adviser

              William Curle

              Trainee Financial Adviser