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Our Team
Meet our leadership team and our financial planners
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Jason McGuigan
Regional Director, Oxford & Chartered Financial PlannerJason has been a financial planner since 1988 and over this time, he has gained the globally recognised Certified Financial Planner designation and… Read more -
Nicolas Chaitow
Chartered Financial PlannerNick is a Chartered Fellow of the Personal Finance Society, Chartered Member of the Securities Institute and an occupational pension transfer… Read more -
Ian Brookes
Chartered Financial PlannerIan has worked in financial services for nearly 20 years. He started his career supporting financial advisers, becoming qualified himself, and… Read more -
Andrew Binns
Chartered Financial AdviserAndrew has worked in the Financial Services Industry for almost 20 years which has seen him working in various segments of the industry including four… Read more -
Paul Poulter
Financial PlannerPaul worked in financial services for 30 years as a financial planner with financial advisers, high street banks and wealth management firms. … Read more -
Charles Matthews
Independent Financial AdviserCharles has a long list of professional qualifications: He is a Fellow of the Chartered Insurance Institute, a Chartered Financial Planner and a… Read more
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Jason McGuigan
Regional Director, Oxford & Chartered Financial PlannerJason has been a financial planner since 1988 and over this time, he has gained the globally recognised Certified Financial Planner designation and…Read more -
Nicolas Chaitow
Chartered Financial PlannerNick is a Chartered Fellow of the Personal Finance Society, Chartered Member of the Securities Institute and an occupational pension transfer…Read more -
Ian Brookes
Chartered Financial PlannerIan has worked in financial services for nearly 20 years. He started his career supporting financial advisers, becoming qualified himself, and…Read more -
Andrew Binns
Chartered Financial AdviserAndrew has worked in the Financial Services Industry for almost 20 years which has seen him working in various segments of the industry including four…Read more -
Paul Poulter
Financial PlannerPaul worked in financial services for 30 years as a financial planner with financial advisers, high street banks and wealth management firms. …Read more -
Charles Matthews
Independent Financial AdviserCharles has a long list of professional qualifications: He is a Fellow of the Chartered Insurance Institute, a Chartered Financial Planner and a…Read more