The Team

Led by Chris Ellis, our team are dedicated to meeting your financial planning needs in a way which leaves you feeling confident both in the advice you have received and in knowing that we are going to support you right through to maturity of the plans.

Chris Ellis
Julie Ellis
Delwyn Eatwell
Ashley Burge
Paul Williams
Lydia Ellis
Donna Davies
Catherine Traylor
Alison Jackson

Managing Director
Director/Office Manager
Chartered Financial Planner
Financial Adviser
Client Relationship Manager
Financial Planning Analyst
Senior Administrator
Administrator
Compliance