Team around a laptop

Meet the team

We are here to walk your financial journey with you.

We bring your dreams to life

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When your goal is to remove your money worries and feel reassured about your future, you need the best people to drive your vision forward. Our team boasts an enviable array of talent, expertise and experience that will see your goals take effect.

Clinton Askew

CEO and Financial Planner

CEO and Financial Planner

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Gillian Davies

Operations Director

Operations Director

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Natalie Smith

Operations Manager

Operations Manager

Julia Harris

Operations Manager

Operations Manager

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David Smith

Senior Financial Planner

Senior Financial Planner

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Simon Northcott

Financial Planner

Financial Planner

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Join our team

Our vibrant culture starts with our people. We are looking for talented individuals to join our firm and become part of a team that does things differently. Learn more about the opportunities available to graduates or those wishing to develop their careers further.

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