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.

Scott Swift FPFS

Director
& Chartered Financial Planner

Scott Swift
Financial Planner Chartered

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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Jason Cooper DipPFS

Financial Planner

Jason Cooper

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

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 CeRER

Mortgage & Protection Adviser

Russell Beaumont

Qualifications

CeMAP, CeRER

     

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Connor Simpson CeMAP CeRER

Mortgage & Protection Adviser

Connor Simpson

Qualifications

CeMAP, CeRER

     

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Gary Le-Gallienne CeMAP CeRER

Mortgage & Protection Adviser

Gary Le-Gallienne

Qualifications

CeMAP CeRER

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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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Jack Medcalf

Trainee Financial Planner

Jack Medcalf

Gary Knights

Senior Technical Administrator

Gary Knights

Qualifications

Financial Planning Certificates FPC1, FPC2 & FPC3, IAQ Unit Trust and IAQ PEP

CF9 Pensions Simplification, CF8 Long Term Care, Life Office Administration FA1

Certificate in Insurance; Financial Planning Certificate and Certificate in Life & Pensions  

JO7 Supervision in a Regulated Environment, PO2 Long Term Insurance Practice, R04 Pensions and Retirement Planning

 

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Lisa Fry

Technical Administrator

Lisa Fry

Norma Haynes

Senior Technical Analyst

Norma Haynes

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