Our team

Director

• Alan Smith MIFP, Cert (PFS)

  Chief Executive

  “My aim is to be considered as a ‘trusted adviser’ to my clients and a constant and reliable source of solid, dependable counsel through all stages of their lives.”

  Read biography >> Contact Alan >>

Financial Planners

• Nicola Tait CeFA, CeMAP

  Private Client Adviser

  “I am passionate about providing my clients with ideas, solutions and a clear structure to ensure they are able to live their lives to the full and plan for a secure future”

  Read biography >> Contact Nicola >>

• Graham McCulley B.A. (Hons) APFS, AIFP, CFP ^CM

  Certified Financial Planner^CM & Chartered Financial Planner

  “My objective is to provide my clients with sound and professional independent financial advice and add real value to their lives in a material way.”

  Read biography >> Contact Graham >>

• Charles Riches BA (Hons) AIFP, FPFS

  Chartered Financial Planner

  “I see my principle role as being to bring fresh ideas to everyday financial challenges, by asking key strategic questions and listening closely to the aspiration of my clients.”

  Read biography >> Contact Charles >>