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
Advisor Support Manager

Laura Frost
Marketing Manager

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

Stephen Mackenzie
Paraplanner – Cert CII (Life & Pensions), PFS

Kieran Baggott
Graduate Financial Advisor Trainee

Kathryn Arnold
Financial Planning Administrator

Suzanne Middleton
Pension Administrator

Michelle Coulter
Pension Administrator

Contact us to arrange your free initial consultation