Meet your team

Get to know…

David Neale

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.

Meet David
Rebecca Holder

Rebecca Holder

Chief Operations Officer

With 9 years project management experience at the BBC and 7 years Senior Management at Accenture, Rebecca has advised companies on efficient business procedures...

Meet Rebecca
Sonica Hunt

Sonica Hunt

Senior Administrator

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

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