Adrian Kidd

Managing Director & Financial Planner

Bob Mills

Investment Manager

Cheryl Frazer

Practice Manager

Chris Budd

Chairman

Hayley Watts

Finance Administrator

Melanie Hill

Administrator

Paula Butrynska

Paraplanner

Paul Wells

Paraplanner

Tammy Devonald

Ringleader Of Creative Operations

Tom Morris

Director & Chartered Financial Planner

Vickie Batchelor

New Business Administrator

Blog: Reasons to be cheerful!

It might seem a bit of a paradox to some that investment markets have largely recovered since the unprecedented falls caused by the arrival of the coronavirus pandemic, in the face of a constant flow of negative news e.g. contracting economies, predictions of mass unemployment. A big question, why is the market appearing to be … Continued

Posted by:
August 30, 2020

Episode 65 – Amy Florian on Grief, Loss & Transitions

We all struggle with grief, loss and moments of transition in our lives. Grief can come from many areas, whether that be from the death of a loved one or a change in life that leads to something being left behind. Chris talks to a grief specialist Amy Florian about how we can deal with … Continued

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