Financial Planner and Business Owner.
I have worked in Financial Services since 1998 and love getting to know clients motivations and passions. It is a privilege to be able to support clients achieving their goals.
Office Manager - Every business needs a Justine! She is the master of process and a demon at keeping everyone up to date.
We buy support services from Tavistock Partners. They provide us with administration support to help transactions run smoothly and compliance support to ensure we are reaching the right conclusions for clients.
Lottie is the newest member of the team having joined in May 2019. Her core strengths are being adorable and living up to the nicknames 'Hairy menace' and 'Lottie Monster'.