Our Team

Find out more about our professional and experienced team - who they are, how they can help you and how you can contact them.

  • Our Team
    Karen Newnham
    Senior Financial Planning Assistant / PA
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  • Our Team
    Penny Rye BSc(Hons)
    Financial Administration Manager
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  • Our Team
    Christian Dollimore DipFA, CeMAP
    Mortgage & Protection Adviser
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  • Our Team
    Louise Watts
    Office Administrator
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  • Our Team
    Simon Hall BSc (Hons), DipPFS
    Managing Director / Financial Adviser / Pension Specialist
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  • Our Team
    Marcus Dollimore. Cert PFS DipFA
    Director / Financial Adviser
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  • Our Team
    Giles Roper
    Financial Adviser
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  • Our Team
    Karen Newnham
    Senior Financial Planning Assistant / PA
    read more
  • Our Team
    Penny Rye BSc(Hons)
    Financial Administration Manager
    read more
  • Our Team
    Christian Dollimore DipFA, CeMAP
    Mortgage & Protection Adviser
    read more
  • Our Team
    Louise Watts
    Office Administrator
    read more
  • Our Team
    Simon Hall BSc (Hons), DipPFS
    Managing Director / Financial Adviser / Pension Specialist
    read more
  • Our Team
    Marcus Dollimore. Cert PFS DipFA
    Director / Financial Adviser
    read more
  • Our Team
    Giles Roper
    Financial Adviser
    read more
  • Our Team
    Karen Newnham
    Senior Financial Planning Assistant / PA
    read more
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