Independent Financial Adviser / Managing Director

Gareth set up the business in 2013 and is the Managing Director of the firm. He is also the firm's compliance director, ensuring the firm and its staff comply with the FCA regulatory requirements. Gareth is also an experienced adviser with over 25 years of industry experience and has worked for several leading financial institutions before moving into private practice. Gareth is qualified to advise on all major areas of financial planning and has built a network of introducing accountants and solicitors who refer work to the firm regularly. Outside work, Gareth has a range of hobbies and, over his career, has supported a number of local sporting clubs through the firm.

Independent Financial Adviser

Neal is an experienced financial adviser, having worked in financial services for over 30 years. Over his career, he has worked for large blue-chip financial institutions and in private practice, so he has experience in both the corporate and private client sectors. As a Chartered Financial Planner, Neal's expertise covers all the major areas of financial planning, so whether you are a business or a private customer, Neal can help. Away from work, Neal has a range of hobbies; in particular, he is a keen cricketer supporting clubs in his local community.

Independent Financial Adviser

Andrew is an experienced financial adviser having worked in financial services for over 25 years. Over his career he was a worked for a number of financial services firms and built up a loyal client bank who he continues to look after. As an experienced and fully qualified adviser Andrew covers all major areas of financial planning. Andrew has also learnt Welsh as a second language and can work with clients who wish to communicate in this medium. Outside work Andrew has a range of hobbies, in particular he is a keen cyclist supporting local clubs in his community.

Independent Mortgage Adviser / Senior Paraplanner

Sarah is an experienced mortgage adviser and paraplanner, having worked in financial services for over 20 years. Over her career, she built a successful mortgage business within the practice, offering whole-of-market mortgage advice to the firm's clients. Sarah is also an experienced paraplanner and manages her team of advisers, who provide them with technical paraplanning support. Sarah has recently completed her investment and pension exams, so she is qualified in all aspects of financial planning. Outside of work, Sarah enjoys staying fit, tennis, and spending time with her family.

Office Manager / Senior Paraplanner

Sarah is an experienced individual, having worked in financial services for over 20 years. Over her career, she has worked in client services for some of the UK's leading financial services companies; she, therefore, has an exceptional understanding of how product providers operate. Sarah ensures the practice operates efficiently and manages her team of advisers, providing them with technical paraplanning support. Sarah has recently completed her mortgage qualifications. Outside of work, Sarah enjoys staying fit, running, and spending time with her family.

Senior Administrator

Jo is an experienced administrator, having worked in financial services for over 20 years. Jo has worked for a range of companies, from high street banks to smaller firms, and provides various services within the business. In addition to delivering client administration, Jo is responsible for agency management, fee reconciliation, and client onboarding. Outside work, Jo has a range of hobbies; she is a keen runner and enters events regularly.

Technical Support

Geraint is experienced, having worked in financial services for over 25 years. Over his career, he has worked as an adviser for national financial firms and smaller IFA businesses; he is highly qualified, with particular expertise in the pension and investment arena. In recent years, Geraint has moved into a technical support role, offering his wealth of knowledge to support the business. Outside of work, Geraint has a range of hobbies; in particular, he is a keen golfer and a member of his local club.

Administrator / IT Support

Molly recently graduated from Cardiff University with a Bachelor of Science degree in Computer Science and has been working for the firm for several years. In addition to providing general administration support, Molly provides technology support to the firm, including managing the firm's website and social media platforms. Outside of work, Molly has a range of hobbies. She is a keen equestrian and rides at a range of events locally.