Meet Sam, our dynamic Company Director and Financial Adviser. With extensive roles including, Wealth Management , Estate Planning, Mortgage Specialist, and Inheritance Tax expert, Sam is the driving force behind our company. Beyond crunching numbers, Sam’s passion for creating clear, insightful graphs translates complex financial data into visually compelling strategies, ensuring our clients not only succeed but fully understand their financial landscape. When he's not streamlining finances, Sam is a devoted dog lover, often found spending quality time with his canine companion.

Malcolm has been the driving force of the company, which he formed with his son Samuel in 2012. Malcolm has taken a back seat on the consultancy side but is still a big part of the company to this day.

Robert has been an integral part of our team since 2015 and in the industry since 2006.
Specialising in mortgages, wealth management, and insurance solutions, Robert brings a wealth of experience and expertise to every client interaction. Whether you're buying your first home or planning for retirement, Robert is dedicated to crafting a personalised strategy that fits your unique needs and aspirations.

Introducing Sophia our bubbly Practice Manager extraordinaire., Sophia ensures smooth day-to-day functioning while providing invaluable support to our team of advisers. From coordinating schedules to customer care, Sophia's expertise keeps our practice running seamlessly, empowering us to deliver exceptional service to our clients.

Introducing Jane, our indispensable Admin Assistant and the heart of our office. With a knack for organization and a warm smile, Jane keeps everything running smoothly while doubling as our resident coffee connoisseur. From managing schedules to brewing the perfect cup, Jane's amazing support ensures our team operates at its best.