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Independent,
people-focused planning.
Being an independent firm allows us to utilise our abilities and knowledge for the benefit of the only people we work for – our clients.
Our Team.
We are truly independent financial planners that build long-term relationships with our clients.
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Charlie Wade
James Wade
James Stilwell
Managing Director
Director of Financial Planning
Senior Financial Planner
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Jess Daniels
Daniel Piper
Naomi McLean
Mortgage & Protection Adviser
Financial Planner
Financial Planner
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Olga Katine
Jack Chamberlain
Mara Allen
Mortgage Administrator
Senior Administrator
Director of Operations
What our clients say...
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