OUR TEAM

We have a wealth of experience in providing bespoke financial plans for our clients so you can be assured we will help you prepare both financially and emotionally for life’s changes, whether planned or unexpected.

You will be supported by our entire team ranging from our financial planners, project managers and administrators thus ensuring you receive a confidential, team-based approach.

Financial Planner

Tony Duckworth FPFS, AIFP

Chartered Financial Planner and
Managing Director.
Specialising in
personal financial planning advice.

David Carroll  APFS

Chartered Financial Planner.
Specialising in personal
financial planning advice.

Paul Rodgers

Paul Rodgers Dip PFS

Financial Planner.
Specialising in employee
benefits advice.

Ross Keightley Dip PFS

Financial Planner.
Specialising in personal
financial planning advice.

Phil Michou Dip PFS

Trainee Financial Planner.
Specialising in personal
financial planning advice.

Project Managers

Joshua Coelho
Joseph Cormack

Admin Support

David Baggley
Sara Hough
Tracy Scotting
Lorna Dalby

Planning Support

Helen Ryan
Oliver Lichfield

HR

Larysa Rundle