Our Team

Meet our leadership team and our financial planners

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Rebecca Daly

Paraplanner

Rebecca has worked in Financial Planning since 2018 and holds the CISI Level 6 Certificate in Advanced Financial Planning. As a paraplanner, she… Read more

Rebecca Daly

Paraplanner

Rebecca has worked in Financial Planning since 2018 and holds the CISI Level 6 Certificate in Advanced Financial Planning. As a paraplanner, she…Read more