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 planners

Our Team - Tony Duckworth Chartered Financial Planner and Managing Director

Tony Duckworth FPFS 

Chartered Financial Planner and
Managing Director.

Specialising in both personal and corporate financial planning advice.

Our Team - David Carroll Chartered Financial Planner.

David Carroll  APFS 

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

Our Team - Ross Keightley Financial Planner.

Ross Keightley Dip PFS

Financial Planner and Operations Manager
Specialising in both personal and corporate financial planning advice.

Project Managers

Joshua Coelho
Joseph Cormack
Phil Michou

Admin Support

David Baggley
Sara Hough
Tracy Scotting
Lorna Dalby
Oliver Litchfield
Jackie Hudson

Planning Support

Helen Ryan

HR

Larysa Rundle