Meet the team
Our team of expert and fully trained advisers have been selected for their high level of knowledge, relevant expertise and unquestionable integrity, giving you the reassurance that when you pass your financial planning to us, you are in good hands.
We have a strong administration team where our focus is our clients to ensure the best possible service.
The team take care of our valued clients who are located across the UK,
but primarily across the south west of England, South Wales and into Hampshire.

Mike Cahill
Chief Executive
Independent Financial Adviser

Andy Smith
Sales Director
Independent Financial Adviser

Claire Croucher
Group Administration
Manager

Kate Hilliard
Business Administrator

Mark Brownsea
Independent Financial Adviser

Kieran Burgess
Independent Financial Adviser

Lynn Kingsbeer
Customer Relationship Manager

Andy Elskamp
Independent Financial Adviser

Sarah Ewart
Independent Financial Adviser

Mark Smith
Independent Financial Adviser

Leighton Hawkins
Independent Financial Adviser

Keith Gregory
Independent Financial Adviser

Mark Williams
Independent Financial Adviser

Wynne Evans
Independent Financial Adviser

Rob Payne
Independent Financial Adviser

Hannah Pateman
Independent Financial Adviser

John Mclaren
Independent Financial Adviser

Emma Saupe
Paraplanner

Karen Lewis
Customer Relationship Manager

Maxine Watts
IFA Group Practice Manager

Jane Fisher
Customer Relationship Manager

Joanne Hawkins
Customer Relationship Manager

Kirsten Davies
Customer Relationship Manager

Julie Davies
Mortgage Adviser

Katie Popescu
Administration Assistant

Jon Richardson
Paraplanner

Danny Summerfield
Paraplanner

Marcin Wojcik
Independent Financial Adviser

Ronan Oliver
Customer Relationship Manager

Rhodri Booth
Customer Relationship Manager