Jess is a Paraplanner. She provides essential support and assistance in various aspects of financial planning, including analysing clients’ finances and drafting recommendation reports.

Jess studied Physics at Swansea University and now holds the DipPFS in Financial Planning, working towards Chartered Status. In her spare time Jess plays Netball and Rounders.

John is a Chartered Financial Planner and Fellow of the Personal Finance Society. He heads up the Personal Advice Team and specialises in building bespoke financial plans for clients. Alongside this, he is focussed on modernising how we give advice, to make it more engaging for customers and more affordable.

When he is not busy making financial advice accessible and affordable you’ll find John caring for his young family or helping out on his family’s farm.

Jonny is a senior financial planning consultant, providing both guidance and advice to clients.
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Jonny studied marketing at Newcastle University and holds the Regulated Diploma in Financial Planning while working towards becoming a Chartered Financial Planner.

In his spare time Jonny enjoys playing sports, particularly football, cricket and running.

David is a Chartered Financial Planner and brings a huge  amount of technical expertise and experience to the team.

In his spare time,  David likes to keep fit and spend time with his family.

Shiv is an experienced financial services professional with a passion for reading and travel. Her expertise lies in organisation, client relationship management and financial planning implementation.

When she’s not immersed in numbers, you’ll find her exploring new destinations and discovering stories through books.