Meet The Team


Chris Green
Managing Director
Independent Financial Planner
Independent Financial Planner


Dominic Smith
Director
Independent Financial Planner
Independent Financial Planner

Natalie Green
Director

Jake Cunliffe-Neale
Independent Financial Planner

Adam Preston
Independent Financial Planner


Niall Williams
Independent Financial Planner

Paul Christopherson
Chartered Financial Planner


Matthew Stanton
Independent Financial Planner


John Buchanan
Independent Financial Planner


Shirley Hook-Pattison
Independent Financial Planner