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:

Neeraj Sood
Independent Financial Adviser
BSc, Dip PFS, Cert CII (MP & ER), PFE (PIP)


Jonathan Shenton
Independent Financial Adviser
BA (Hons), FPFS, PFE(PIP), Cert CII (MP & ER)

Alex Glenn
Independent Financial Adviser
MSci (Hons), Dip PFS, Cert CII (MP & ER)

George Smith
Independent Financial Adviser
BSc (Hons), Dip PFS, Cert CII (MP & ER), PFE (PIP)

Daniel Wootton
DipPFS
Independent Financial Adviser

Glen Coleman
Independent Financial Adviser
Dip PFS, Cert CII (MP), PFE (PIP)

Raividas Jay
Independent Financial Adviser
BA (Hons), Dip PFS, PFE (PIP), Cert CII (MP)

Calum Mackenzie-Yang
Independent Financial Adviser
Dip PFS, PFE (PIP), Cert CII (MP & ER)






