Meet the Team

Andrew Baggott ACA CTA
Managing Partner

Scott Herbert DipPFS
Partner and Independent Financial Advisor

Jon Nield DipPFS
Independent Financial Advisor

Christian Evans DipPFS
Operations Director and Independent Financial Advisor

Stephen Mackenzie DipPFS
Adviser Support Manager

Kieran Baggott
Graduate Financial Advisor Trainee Cert CII (MP)

Amelia Herbert Dip FA
Financial Adviser Trainee

The above are supported by our dedicated, hardworking administration team including:

Khadija Iqbal
Financial Planning Administrator

Michelle Coulter
Pension Administrator

Contact us to arrange your free initial consultation