
Our Team
Meet our leadership team and our financial planners
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Jackie Smith
Financial PlannerJackie has enjoyed working as an IFA for 30 years, building long term relationship with clients over decades and advising them through all the stages… Read more -
Peter Naughton
Independent Financial Adviser -
Sharon Mattheus
Independent Financial AdviserSharon Mattheus has over 20 years of experience in the financial services industry. Throughout her career, she has earned several significant… Read more -
Terry Ratcliffe
Independent Financial AdviserTerry has spent the last 7 years working in the financial services industry and has built a wealth of knowledge and experience. He started at a Wealth… Read more -
Tim Hawkins
Chartered Financial PlannerTim has been a financial adviser for over 25 years. He became an associate of the Chartered Insurance Institute (ACII) early in his career and is now… 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 -
Andrew Simpson
Independent Financial AdviserAndrew has been working in financial services for over 30 years, in both holistic personal and corporate roles. … Read more -
Phil Jenkins
Chartered Financial PlannerPhil is a Chartered Financial Planner, a Fellow of the Personal Finance Society and an Occupational Pension Transfer Specialist. … Read more -
Lee Bloomfield
Independent Financial AdviserLee has been a financial adviser for 17 years. He is based at the Wren Sterling Shepperton office in Surrey, currently working towards Chartered… Read more -
Darren Nightingale
Independent Financial AdviserDarren has worked in Financial Services for over 16 years working both as a Independent Financial Adviser and a Mortgage Adviser. In this time he has… Read more -
Rebecca Daly
ParaplannerRebecca has worked in Financial Planning since 2018 and holds the CISI Level 6 Certificate in Advanced Financial Planning. As a paraplanner, she… Read more -
Ian Brookes
Chartered Financial PlannerIan has worked in financial services for nearly 20 years. He started his career supporting financial advisers, becoming qualified himself, and… Read more