Working together for you.

A team with over 20 years experience

Our Team

When you are searching for a financial adviser you want the right blend of market knowledge, communication skills and flexible problem-solving ability. That’s what we look for. Together we have the skill set to offer a broad range of financial planning services - including investment advice, equity release and retirement planning.

Adam Prestwood

Operations Director

BA (Hons), FPFS, MCSI Adam has been working in financial services since 2006, gaining experience ...

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Paul White

Compliance Director

Chartered MCSI, ACII, DipPFS Paul has 30 years’ experience in the financial services ...

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Nick Austin

Chartered Financial Planner

APFS, Cert CII (MP & ER) Nick is a Chartered Financial Planner and a member of the Chartered ...

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Kevin Gaskell

Financial Planner

DipPFS, CertCII (MP & ER) Kevin has been a financial advisor for more than 25 years and has ...

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