Our Team

Peter Baker APFS
Peter Baker APFSChartered Financial Planner
Luke Baker APFS
Luke Baker APFSChartered Financial Planner
Stephen Burrows APFS
Stephen Burrows APFSChartered Financial Planner
David Guard DipPFS
David Guard DipPFSIndependent Financial Adviser
Kate Henderson
Kate HendersonParaplanner
Jo Highton FPFS
Jo Highton FPFSChartered Financial Planner
Mike Holmes
Mike HolmesParaplanner
Lisette Mason
Lisette MasonSenior Administrator
Claire Perkins
Claire PerkinsOffice Manager
Vince Savidge DipPFS Cert CII (MP)
Vince Savidge DipPFS Cert CII (MP)Independent Financial Adviser
Roger Smith DipPFS
Roger Smith DipPFSIndependent Financial Adviser
Stephen Waite BSc (Hons) DipPFS
Stephen Waite BSc (Hons) DipPFSIndependent Financial Adviser
Scott Woodford DipPFS
Scott Woodford DipPFSCorporate, Pension & Investment Specialist
James Burrows
James BurrowsAdministration Assistant