Our Wealth Planners

Adam O'Hara

Wealth Planner

Based in Truro

Link to profile

Adrian Kemp

Wealth Planner

Based in Leicester

Link to profile

Alex Brown

Mortgage Adviser

Based in Hemel Hempstead

Link to profile

Alex Cummings

Chartered Wealth Planner

Based in Manchester

Link to profile

Alex Johnston

Wealth Planner

Based in Warwickshire

Link to profile

Alexandra Cheal

Associate Wealth Planner

Based in Truro

Link to profile

Alice Shaw

Wealth Planner

Based in Winchester

Link to profile

Alison James

Chartered Wealth Planner

Based in Edinburgh

Link to profile

Alison King

Wealth Planner

Based in Sheffield

Link to profile

Allen Ward

Wealth Planner

Based in Cumbernauld

Link to profile

Alun Reed

Chartered Financial Planner

Based in Amersham and Swansea

Link to profile

Andrew Barr

Wealth Planner

Based in Bristol

Link to profile

Andy Hill

Wealth Planner

Based in Oxford

Link to profile

Ashley Clarke

Chartered Wealth Manager

Based in Sheffield

Link to profile

Barry Young

Wealth Planner

Based in Inverness

Link to profile

Ben Addlesee

Chartered Financial Planner

Based in Nottingham

Link to profile

Ben Adelsbury

Wealth Planner

Based in Plymouth

Link to profile

Bhavisha Soni

Chartered Wealth Planner

Based in London Borough of Bromley and Amersham

Link to profile

Brian James

Chartered Wealth Planner

Based in Plymouth

Link to profile

Cairn Smith

Wealth Planner

Based in Glasgow

Link to profile

Caitlin Malone

Associate Wealth Planner

Based in Gourock

Link to profile

Cameron Powell

Wealth Planner

Based in London

Link to profile

Caroline Brewster

Wealth Planner

Based in Buckingham

Link to profile

Christopher Grimes

Wealth Planner

Based in Rugby

Link to profile

Colin Pennycook

Wealth Planner

Based in Tiptree

Link to profile

Dale Wiseman

Wealth Planner

Based in Petersfield, Hampshire

Link to profile

Daniel Chaplow

Associate Wealth Planner

Based in Harrogate

Link to profile

Daniel Mellor

Wealth Planner

Based in Amersham

Link to profile

Daniel Quiggin

Associate Wealth Planner

Based in Plymouth

Link to profile

David Bebb

Wealth Planner

Based in Manchester

Link to profile

David Butler

Chartered Financial Planner

Based in Eastleigh

Link to profile

David Glenham

Wealth Planner

Based in Nottingham

Link to profile

David Holdsworth

Wealth Planner

Based in Leeds

Link to profile

David Hunter

Wealth Planner

Based in Chester

Link to profile

David Mahood

Wealth Planner

Based in Kilmarnock

Link to profile

Denica Arthur

Wealth Planner

Based in Bristol

Link to profile

Dominic Sanzari

Associate Wealth Planner

Based in Birmingham

Link to profile

Edward Cottington

Wealth Planner

Based in Norfolk

Link to profile

Ehson Dejahang

Certified Wealth Planner

Based in Rickmansworth

Link to profile

Elise Chester

Certified Financial Planner

Based in Southampton

Link to profile

Elliott Rice

Wealth Planner

Based in Bristol

Link to profile

Eoghann McPherson

Chartered Financial Planner

Based in Perth

Link to profile

Fergus Muirhead

Certified Wealth Planner

Based in Glasgow

Link to profile

Frankie Sutton

Wealth Planner

Based in Norwich

Link to profile

Fraser O'Rourke

Wealth Planner

Based in Glasgow

Link to profile

Gabriella Yates

Associate Wealth Planner

Based in Long Compton

Link to profile

Georgina Bennett

Chartered Wealth Planner                      

Based in Salisbury

Link to profile

Gervase Lancaster

Wealth Planner

Based in Midland Counties

Link to profile

Glynne Dunn

Wealth Planner

Based in South Hams

Link to profile

Gordon Graham

Wealth Planner

Based in Falkirk

Link to profile

Graeme Jenkins

Wealth Planner

Based in Balloch

Link to profile

Graham Brodie

Chartered Financial Planner

Based in Stirling

Link to profile

Graham Dove

Wealth Planner

Based in Biggleswade

Link to profile

Hannah Riley

Associate Wealth Planner

Based in Leamington Spa

Link to profile

Hassan Zeb

Wealth Planner

Based in Ilford

Link to profile

Hayley Burns

Wealth Planner

Based in Clydebank

Link to profile

Hugo Clay

Chartered Financial Planner

Based in Hackney

Link to profile

Ian Cuthbertson

Wealth Planner

Based in Glasgow

Link to profile

Jake Quinn

Wealth Planner

Based in Salisbury

Link to profile

James Graham

Wealth Planner

Based in Norwich

Link to profile

James Miller

Wealth Planner

Based in Edinburgh

Link to profile

James Pinckney

Wealth Planner

Based in Southampton

Link to profile

James Tollefson

Chartered Wealth Planner

Based in Leeds

Link to profile

Jane Wilkinson

Wealth Planner

Based in Harrogate/York/Leeds

Link to profile

Jason Mills

Associate Wealth Planner

Based in Plymouth

Link to profile

Jay Gupta

Wealth Planner

Based in Manchester

Link to profile

Jerry Sisk

Chartered Wealth Manager

Based in York

Link to profile

Jin Hira

Wealth Planner

Based in Bristol

Link to profile

Joe Dancer

Chartered Wealth Planner

Based in Cheltenham

Link to profile

John Andrews

Wealth Planner

Based in Aylesbury

Link to profile

John Armitage

Wealth Planner

Based in Bristol

Link to profile

Jon Lee

Wealth Planner

Based in Plymouth

Link to profile

Jon Noake

Chartered Wealth Planner

Based in Leeds

Link to profile

Julia Keith

Wealth Planner

Based in Wokingham

Link to profile

Keith Barratt

Mortgage Adviser

Based in Bromley

Link to profile

Keith Drysdale

Wealth Planner

Based in West Linton

Link to profile

Keith Smithson

Wealth Planner

Based in Watford

Link to profile

Kelly Anderson

Wealth Planner

Based in Kilmarnock

Link to profile

Kenny McKay

Wealth Planner

Based in Glasgow

Link to profile

Kevin Hilton

Wealth Planner

Based in York

Link to profile

Kit Finney

Wealth Planner

Based in Winchester

Link to profile

Louis Murray

Wealth Planner

Based in Edinburgh

Link to profile

Lynn Vincent

Wealth Planner

Based in Kilmarnock

Link to profile

Manny Bains

Wealth Planner

Based in Birmingham

Link to profile

Marc Holden

Certified Financial Planner

Based in Coventry

Link to profile

Marcus Stirling

Chartered Wealth Planner

Based in Barnet

Link to profile

Mark Allder

Certified Financial Planner

Based in Coventry

Link to profile

Mark Dancer

Wealth Planner

Based in Moreton-in-Marsh

Link to profile

Mark Johnson

Certified Financial Planner

Based in Watford

Link to profile

Mark Lambert

Wealth Planner

Based in Ferndown

Link to profile

Mark Rogers Chartered MCSI

Chartered Financial Planner

Based in Solihull

Link to profile

Mark Walsh

Wealth Planner

Based in Marlow

Link to profile

Mark Warner

Wealth Planner

Based in Maidenhead

Link to profile

Matt Morton

Associate Wealth Planner

Based in Brackley

Link to profile

Matthew Danks

Wealth Planner

Based in Lymington

Link to profile

Michael Ageev

Chartered Financial Planner

Based in St Albans

Link to profile

Michael Fowler

Chartered Financial Planner

Based in Chichester and Guildford

Link to profile

Michael Johns

Chartered Wealth Planner

Based in Norwich

Link to profile

Michael O'Reilly

Associate Wealth Planner

Based in Amersham

Link to profile

Michael Stewart

Wealth Planner

Based in Edinburgh

Link to profile

Neil Osborne

Chartered Wealth Planner

Based in Amersham

Link to profile

Neil Stevens

Wealth Planner

Based in Hertfordshire

Link to profile

Nick Barraclough

Wealth Planner

Based in Harrogate

Link to profile

Nick Wadeson

Wealth Planner

Based in Leeds

Link to profile

Nick Wheatley

Wealth Planner

Based in York

Link to profile

Nick Yates

Certified Wealth Planner

Based in Midlands

Link to profile

Nigel Chaplin

Wealth Planner

Based in Plymouth

Link to profile

Paul Derbyshire

Chartered Financial Planner

Based in Bedford

Link to profile

Paul Langley

Wealth Planner

Based in Leicester

Link to profile

Paul McLean

Wealth Planner

Based in Salisbury

Link to profile

Paul McMullan

Wealth Planner

Based in Bristol

Link to profile

Paul Smith

Chartered Financial Planner

Based in Halifax

Link to profile

Peter Andrews

Wealth Planner

Based in Hartlepool

Link to profile

Peter Angell

Wealth Planner

Based in Cranbrook

Link to profile

Philip Allen

Wealth Planner

Based in Coventry

Link to profile

Philip Moss

Wealth Planner

Based in Bury

Link to profile

Richard Dieppe

Wealth Planner

Based in Wokingham

Link to profile

Richard Mills

Wealth Planner

Based in Leeds

Link to profile

Richard W Lord

Chartered Wealth Planner                      

Based in Leeds and York

Link to profile

Robert Earle

Associate Wealth Planner

Based in Leeds

Link to profile

Robert MacDonald

Chartered Financial Planner and Certified Financial Planner

Based in Gourock

Link to profile

Robert Simpson

Chartered Financial Planner

Based in Ilkley

Link to profile

Roddy MacLeod

Wealth Planner

Based in Dingwall

Link to profile

Russell Kilby

Wealth Planner

Based in Bicester

Link to profile

Scott Covington

Wealth Planner

Based in Luton

Link to profile

Sean Rebbetts

Chartered Financial Planner

Based in Birmingham

Link to profile

Shonna Graham

Certified Wealth Planner

Based in North Lanarkshire

Link to profile

Simon Horner

Wealth Planner

Based in Oswestry

Link to profile

Simon Wells

Certified Wealth Planner

Based in Truro

Link to profile

Sophie Walkingshaw

Wealth Planner

Based in Midlothian

Link to profile

Stephen Graham

Wealth Planner

Based in Ringwood

Link to profile

Steve Johnstone

Wealth Planner

Based in Glasgow

Link to profile

Stuart Crandle

Chartered Wealth Planner

Based in Liverpool

Link to profile

Sunny Sharma

Wealth Planner

Based in Loughborough

Link to profile

Tim Atkin

Certified Wealth Planner

Based in Harrogate

Link to profile

Tim Bartley

Chartered Wealth Planner

Based in Birmingham

Link to profile

Toby Hill

Certified Wealth Planner

Based in Eastbourne

Link to profile

Tom Banks

Chartered Associate Wealth Planner

Based in Birmingham

Link to profile

Vas Panteli

Certified Wealth Planner

Based in Exeter

Link to profile

Warwick Ivel

Wealth Planner

Based in York

Link to profile

Willem Law

Wealth Planner

Based in South Yorkshire

Link to profile

William McBride

Wealth Planner

Based in Glasgow

Link to profile

Book a meeting

It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.

Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.