Get to know…
David Neale APFS
Director and Chartered Financial Planner
With more than 25 years of experience as a financial planner, David will help you to visualise your financial goals.
Rebecca Holder
Operations
With 9 years project management experience at the BBC and 7 years Senior Management at Accenture, Rebecca has advised companies on efficient business procedures...
Sonica Hunt
Senior Administrator
With over 15 years experience supporting advisers and clients, Sonica aims to maintain a smooth-running 'ship' at all times.
Supported by Benchmark
Behind every success story is a team of dedicated specialists, and we are no different. We’ve partnered up with Benchmark Capital to provide a seamless service and solution, drawing on their additional technology, intellectual capital and research.
Feel Free to make Your move
Get in touch today for a no-obligation chat with the team.
