Our Team
Meet our leadership team and our financial planners
Please select
- Certified Financial Planner
- Chartered Financial Planner
- Chartered Wealth Manager
- Chief Investment Strategist
- Consultant
- Corporate Consultant
- Director of Risk & Compliance
- Financial Planner
- Financial Planning Support Manager
- Head of Marketing
- Head of Research
- Investment Manager
- Leadership Team
- Managing Director
- Marketing Director
- Mortgage & Protection Adviser
- Mortgage Services Adviser
- Paraplanner
- Pension Increase Exchange Adviser
- Regional Director
- Regional Manager
- Senior Financial Adviser
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Paul Mitchell
Director, Corporate SolutionsPaul has worked in the employee benefit industry for over 25 years, 15 of which have been spent advising companies on their employee benefit strategy.… Read more -
Nadia Khan
Independent Financial AdviserNadia has over 15 years of experience in the financial services industry. Throughout her career, she has worked with a broad range of clients, helping… Read more
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Paul Mitchell
Director, Corporate SolutionsPaul has worked in the employee benefit industry for over 25 years, 15 of which have been spent advising companies on their employee benefit strategy.…Read more -
Nadia Khan
Independent Financial AdviserNadia has over 15 years of experience in the financial services industry. Throughout her career, she has worked with a broad range of clients, helping…Read more