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 -
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 -
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