Administration Support Team

In tandem with your dedicated financial adviser, we have a well trained support team. The administration team undertakes the vital function of maintaining accuracy of our data, production of our regular client reports for reviews, processing of business and withdrawals, and of course ensures we stay on track and provide the services we promise.

Paraplanning Support Team

The paraplanning team of internal and external staff undertakes the vital role of ensuring both the simple and complex advice we provide is reported to our clients in a concise, easily accessible, and meaningful way. Your dedicated adviser works in conjunction with the well qualified team to analyse client policies and investments, research the whole of market, and formulate suitable recommendations.

Richard Walker-Gunns

With around 30 years of expertise, he specialises in crafting tailored financial strategies for individuals and businesses.