Client Login
Our Team
Meet our leadership team and our financial planners
-
Colin Chambers
Independent Financial AdviserColin has been in the industry for some 24 years starting with a major life company based in Southampton, then moving to a local IFA practice in 1997.… Read more -
Ben Giles
Independent Financial AdviserBen started in the Financial Services Industry in 1997. … Read more -
David Young
Independent Financial AdviserDavid graduated from the University of Portsmouth in 2008, with a BA Hons in Business Studies. He holds the current industry benchmark qualifications,… Read more -
Jon Hoar
Mortgage & Protection AdviserJon is a mortgage and protection specialist, having been in the industry continuously since the end of the 1980s - moving from London to Bath and the… Read more -
Sam Sharp
Independent Financial AdviserSam has been in the financial services industry since 1999 and has been a regulated adviser since 2006. … Read more -
Charles Seymour-Cole
Independent Financial AdviserCharles has been an IFA for over 30 years. He is qualified under the current industry benchmark qualifications and the Advanced Financial Planning… Read more -
Nick Stewart
Managing DirectorAfter an early career in Building Society Management, Nick became an Independent Financial Adviser in the late 1980's and holds the current industry… Read more -
Rod Simpson
Independent Financial AdviserRod has been giving financial advice to clients for the last 30 years. During this period, he has represented some highly reputable organisations… Read more
-
Colin Chambers
Independent Financial AdviserColin has been in the industry for some 24 years starting with a major life company based in Southampton, then moving to a local IFA practice in 1997.…Read more -
Ben Giles
Independent Financial AdviserBen started in the Financial Services Industry in 1997. …Read more -
David Young
Independent Financial AdviserDavid graduated from the University of Portsmouth in 2008, with a BA Hons in Business Studies. He holds the current industry benchmark qualifications,…Read more -
Jon Hoar
Mortgage & Protection AdviserJon is a mortgage and protection specialist, having been in the industry continuously since the end of the 1980s - moving from London to Bath and the…Read more -
Sam Sharp
Independent Financial AdviserSam has been in the financial services industry since 1999 and has been a regulated adviser since 2006. …Read more -
Charles Seymour-Cole
Independent Financial AdviserCharles has been an IFA for over 30 years. He is qualified under the current industry benchmark qualifications and the Advanced Financial Planning…Read more -
Nick Stewart
Managing DirectorAfter an early career in Building Society Management, Nick became an Independent Financial Adviser in the late 1980's and holds the current industry…Read more -
Rod Simpson
Independent Financial AdviserRod has been giving financial advice to clients for the last 30 years. During this period, he has represented some highly reputable organisations…Read more