Meet our team.
Get to know the faces of the team who will help you to plan your future.
David and Craig look after the planning and
financial advice side of the business.
They’re both highly qualified and have a broad and deep background in financial services. David is our self-confessed ‘tax geek’. He works closely with accountants and solicitors to help our clients structure their affairs in the most efficient way – giving them the freedom to do things they never thought possible.
Craig had an extensive career in the fund management world and brings the rare knack of simplifying investments (often with a doodle!). What makes it all worthwhile for him is connecting you with your money so you can get the most from it.
David
Financial Planner
Likes Family time, cooking up a storm in the kitchen, everything Elon Musk, red wine and cheese.
Dislikes Hacking my way round a golf course, scatter cushions, selfish people and midges.
A little about me I have been on dry stone walling courses and know everything there is to know about using lime mortar. I’m also a tax geek.
Craig
Financial Planner
Likes Cooking Italian food and enjoying it with family and good friends. Also travelling, exploring new places in our caravan, 80s music and live concerts.
Dislikes Clearing up after using every pot and pan, cauliflower, traffic jams, miserable people and DIY – I’m not handy!
A little about me I met my wife and best friend on a flight from Cyprus. My golf isn’t as good as it was and I’d rather be in the mountains than on the beach.
Lynn and Marie form the backbone of our client relationships.
They’re always there to take your call, answer your questions, and get updates on what your family is up to. They’ve worked in the big corporate world, so know all there is to know about processes and systems – the difference here is that our clients don’t get lost amongst them.
Lynn
Operations Manager
Likes Time with family and friends, drinks with bubbles in them, musical theatre and sheepadoodles.
Dislikes Bad manners, early mornings, birds and other things that fly around.
A little about me I spend my weekends surrounded by bras and pants, volunteering for the charity Smalls for All.
Marie
Client Services Manager
Likes Sunshine, Buddhas, Dairy Milk Fruit & Nut , eating pressure for breakfast.
Dislikes Accepting the ageing process – you’re never too old for red lippy, blonde hair and denim!
A little about me I am a budding Paula Radcliffe, donning my trainers and getting out for a daily run. Weekly spin classes also help keep me fit. Working here is made even more enjoyable when I get to give Murphy a big hug.
Kim and Gemma provide technical support, producing
research and data for portfolio analysis.
They both assist with the creation of our financial plans and spend a significant amount of time getting excited about Excel spreadsheets. Kim is an experienced financial planner, trainer, and technical consultant. Gemma provides administration support and deals with life and investment companies. With a wealth of knowledge and an eye for detail, they’re proud to be financial services geeks!
Gemma
Administrative Assistant
Likes Dogs, horses, Italy, spending time with family and friends, baking and flowers.
Dislikes Dishonest people, celery and feet.
A little about me I spend most of my spare time at the stables, smelling like a horse and looking like I’ve been dragged through a hedge backwards. And I’m a perfectionist about almost everything.
Kim
Technical Consultant
Likes The great outdoors, cake, collecting shoes, and the smell of coffee, croissants and freshly baked bread.
Dislikes Any food that has suckers, tentacles or eyeballs still attached when it arrives at the table.
A little about me I play the piano and guitar, do pole dancing (for fitness, not for money) and spend my weekends zipping around country lanes on my motorbike. I also make a mean vodka martini!
And of course, we can’t forget Murphy.
He’s the one that holds everything together – and the one that everyone wants to meet first!
Murphy
Stress Counsellor
Likes All food*, making new friends, ignoring recall instructions, squirrels.
Dislikes Cats, French Bulldogs, *peanut butter, and having my head washed.
A little about me I once “high-fived” a very famous tennis player. I like to eat spiders.
What we do.
Planning is at the heart of what we do, but there’s much more to it than that.
We’d love to hear from you.
Give us a call or send us an email to get started with living your best life financially.