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.
Nicola Hession-Kent
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Marc Cuddihy, FPFS, MCSI
Chartered Financial Planner
Marc has a rich wealth of experience in advising investment and wealth management clients. His knowledge of the technical aspects of financial planning is admirable, as is his ability to translate this into client-friendly conversation. Mark is also an avid sportsman, with cycling being at the forefront of pursuits. Notably, he has completed the physically demanding challenge of summiting Mont Ventoux by all three ascents on the same day...
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.