Client Login
Our Team
Meet our leadership team and our financial planners
-
Keri Carter
Certified Financial PlannerKeri qualified as a Certified Financial Planner™ in 2007 and went on to be announced as the inaugural winner of the CFP™ Professional of the Year… Read more -
Andrew Binns
Chartered Financial AdviserAndrew has worked in the Financial Services Industry for almost 20 years which has seen him working in various segments of the industry including four… Read more -
Jess McGuigan
Chartered Financial PlannerJess is a Chartered Financial Planner based in Oxford and the Cotswolds. She has worked in Financial Service for 11 years. Jess can advise on a wide… Read more
-
Keri Carter
Certified Financial PlannerKeri qualified as a Certified Financial Planner™ in 2007 and went on to be announced as the inaugural winner of the CFP™ Professional of the Year…Read more -
Andrew Binns
Chartered Financial AdviserAndrew has worked in the Financial Services Industry for almost 20 years which has seen him working in various segments of the industry including four…Read more -
Jess McGuigan
Chartered Financial PlannerJess is a Chartered Financial Planner based in Oxford and the Cotswolds. She has worked in Financial Service for 11 years. Jess can advise on a wide…Read more