Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, youβre in safe hands.
Our people
Kevin Forbes
Partner & Chartered Financial Planner
Giles Wellington
Partner & Chartered Financial Planner
Allan Cruse
Partner & Chartered Financial Planner
Oliver Phillips
Chartered Financial Planner
Mike King
Chartered Financial Planner
Abi Stidworthy
Chartered Financial Planner
Chris Bibb
Chartered Financial Planner
Dean Robertson
Chartered Financial Planner
Kerry Saunders
Chartered Financial Planner and Paraplanner
Trevor Garson
Chartered Financial Planner
Natasha OβNeill
Chartered Financial Planner
Russell Tonks
Chartered Financial Planner
Jon Hickson
Chartered Financial Planner
Jeff Fawcett
Partner & Chartered Financial Planner
Nathan Harris
Partner & Chartered Financial Planner
Rob Silk
Chartered Financial Planner
Paul Roberts
Chartered Financial Planner
Jordan Cruse
Chartered Financial Planner and Paraplanner
