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 DipPFS
Graduate Financial Advisor Trainee

Amelia Herbert Dip FA
Financial Adviser Trainee

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

Michelle Coulter
Pension Administrator

Contact us to arrange your free initial consultation