With more than 25 years of experience as a financial planner, David will help you to visualise your financial goals.

With over 15 years experience supporting advisers and clients, Sonica aims to maintain a smooth-running 'ship' at all times.

Sarah started her financial career almost 10 years ago, following a 16-year period working in the Auto trade. As a dedicated Senior Paraplanner at Cartesian Wealth Limited, she supports advisers, by crafting well-researched, tailored financial plans to help clients reach their long-term wealth management goals. She is passionate about details and takes pride in contributing to a smooth, thoughtful planning process that helps to empowers clients to make confident financial decisions. Outside of work, she is a motorsport enthusiast, particularly Formula 1 and attending the Isle of Man TT Road Race. She is a proud cat mum and loves exploring new places whenever she can, especially as a Motorcycle pillion rider. She also loves spending quality time with friends and family. She is a firm believer in living life with balance—something she aims to bring to the financial plans we help create for our clients.