Learn more about our team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Craig Paley
Director and Financial Planner
Specialist in defined benefit (final salary) pension scheme analysis and transfers, personal pensions and investments.
02920 786 444
Adrian Morris
Director and Financial Planner
Adrian has 27 years worth of industry experience as a financial adviser.
02920 786 444
Leanne Daniel
Senior Administrator
Leanne Daniel joined the team in 2018, making a complete career change after working in various roles within education for over 17 years.
02920 786 444
Judith Woodman
Senior Administrator
Judith has worked in financial services for over 30 years and has a wealth of experience which covers all areas in supporting Financial Advisers to the highest standard.
