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Our team is our greatest asset, dedicated to delivering the highest quality professional financial advice. Learn more about each of our colleagues by clicking the buttons below:

Advisers
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Paul Smith

Managing Director

Dip PFS, CeMap

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Neeraj Sood

Independent Financial Adviser

BSc, Dip PFS, Cert CII (MP & ER), PFE (PIP)

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Jonathan Shenton

Independent Financial Adviser

BA (Hons), FPFS, PFE(PIP), Cert CII (MP & ER)

Use this space to introduce yourself and share your professional history.

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Daniel Smith

Independent Financial Adviser

BSc (Hons), Dip PFS, PFE (PIP)

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Alex Glenn

Independent Financial Adviser

MSci (Hons), Dip PFS, Cert CII (MP & ER)

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Glen Coleman

Independent Financial Adviser

Dip PFS, Cert CII (MP), PFE (PIP)

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George Smith

Independent Financial Adviser

BSc (Hons), Dip PFS, Cert CII (MP & ER), PFE (PIP)

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Elliot Conteh

Independent Financial Adviser

BA (Hons), Dip PFS

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Paul Semaine

Senior Mortgage Adviser

SMP Cert CII (MP & ER)

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Raividas Jay

Independent Financial Adviser

BA (Hons), Dip PFS, PFE (PIP), Cert CII (MP)

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Ethan Griffiths

Independent Financial Adviser

Mphys (Hons), DipPFS

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Kaylan Holmes

Trainee Independent Financial Adviser

BSc, Dip PFS

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Eden Moreton

Trainee Independent Financial Adviser

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Harry Barnes

Trainee Independent Financial Adviser

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