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.

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Mike Cahill

Chief Executive
Independent Financial Adviser

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Andy Smith

Sales Director
Independent Financial Adviser

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Claire Croucher

Group Administration
Manager

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Gill Hepburn

Business Development
Manager

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Kate Hilliard

Business Administrator

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Mark Brownsea

Independent Financial Adviser

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Kieran Burgess

Independent Financial Adviser

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Lynn Kingsbeer

Mortgage Adviser

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Andy Elskamp

Independent Financial Adviser

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Sarah Ewart

Independent Financial Adviser

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Mark Smith

Independent Financial Adviser

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Leighton Hawkins

Independent Financial Adviser

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Keith Gregory

Independent Financial Adviser

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Mark Williams

Independent Financial Adviser

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Wynne Evans

Independent Financial Adviser

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Rob Payne

Independent Financial Adviser

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Hannah Pateman

Independent Financial Adviser

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John Mclaren

Independent Financial Adviser

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Liz Wise

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Mike Forber

Accounting Technician

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Emma Saupe

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Karen Lewis

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