Meet Our Team

We are a team of highly experienced and motivated professionals, totally committed to managing your investments and accounting in line with your goals in a way that removes the complexity and demands on you.

Alice Arnott BA (Hons)

Business Development Executive

Alice Arnott

Scott Swift FPFS

Director
& Chartered Financial Planner

Scott Swift
Chartered Financial Planner

Specialism

Retirement & Investment Planning, Estate Planning, Auto Enrolment

Qualifications

CII Diploma in Financial Planning, CII AF3 Advanced Pension Planning, IFS Advanced CeMAP, CII Award in Long Term Care, CII Certificate in Equity Release, CII J10 Discretionary Investment Management, AF4 Investment Planning, AF5 Financial Planning Process, AF2 Business Financial Planning

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James Cushing DipPFS

Financial Planner

James Cushing
Personal Finance Society Qualified Member

Specialism

Retirement & Investment Planning, Equity Release, Later Life Planning

Qualifications

CII Diploma in Financial Planning, CII Certificate in Mortgage Advice, CII Certificate in Equity Release, Care Fee Planning, R04 Pensions and Retirement Planning, AF3 Advanced Pension Planning

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Jason Cooper DipPFS

Financial Planner

Jason Cooper
Personal Finance Society Qualified Member

Specialism

Investment Planning & Estate Planning

Qualifications

FPC 1,2 & 3, CII Level 4 Diploma in Financial Planning, Certificate in Mortgage Advice & Practice, CII SV1 Savings & Investments, CII CF9 Pensions simplification, CII J02 Trusts, CII CF8 Long Term Care Insurance, CII R01 Financial Services, regulations & ethics, CII R08 Pension Update

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Shane Julian Cert CII FS

Trainee Financial Planner

Shane Julian

Qualifications

RO1 Financial Services, Regulation & Ethics, R02 Investment Principles & Risk, RO4 Pension & Retirement Planning, R05 Financial Protection, CF1, FA1, FA5,

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Russell Beaumont CeMAP

Mortgage & Protection Adviser

Russell Beaumont

Qualifications

CeMAP, CeRER

     

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Connor Simpson CeMAP

Mortgage & Protection Adviser

Connor Simpson

Qualifications

CeMAP

     

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Gary Summons ACCA

Accountant

Gary Summons

Qualifications

AAT, ACCA

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Hannah Green MAAT

Accounts Assistant

Hannah Green

Qualifications

Level 4 AAT

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Nicholas Halls Cert CII (FS)

Compliance Officer

Nicholas Halls

Qualifications

Cert CII (FS) R01- Financial Services Regulation & Ethics, R03- Personal Taxation, R04- Retirement Planning

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Steve Bone

Senior Technical Analyst

Steve Bone

Qualifications

Financial Planning Certificate, G60 Advanced Pension Planning, G10 Taxation & Trusts, K20 Pension Investment Options, K10 Retirement options.

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Lindsey Gedge ACII DipPFS

Technical Analyst

Lindsey Gedge

Specialism

Pensions

Qualifications

ACII, Diploma in Financial Planning,  CF5 Integrated Planning, RO2 Investment Principles & Risk, RO4 Retirement Planning

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Jenny Cornwell BA (Hons)

Office Manager

Jenny Cornwell

Caroline Beale

Operations Manager

Caroline Beale

Amy Wilson

Office & Compliance Support

Amy Wilson

Chris Bundy

Technical Administrator

Chris Bundy

Annabella Funnell

Technical Administrator

Annabella Funnell

Lisa Fry

Technical Administrator

Lisa Fry

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