Our Team
Peter Bird Dip PFS
Independent Financial Planner, Chairman
Financial Services
Christine Walker FPFS
Chartered Financial Planner, Managing Director
Financial Services
Daniel Weston Dip PFS
Independent Financial Planner, Director
Financial Services
Russell Thynne Cert CII
Commercial Manager, Director
Insurance Services
Philippa Jones Cert CII
Private Client Manager, Director
Insurance Services
George Wagerfield Dip PFS
Independent Financial Planner
Financial Services
Adam Hopes Cert CII
Commercial Account Handler
Insurance Services
Jo Pitt
Commercial Account Handler
Insurance Services
Tim Cocks Cert CII
Commercial Account Handler
Steve Walker
Administrator
Financial Services
Barbara Wagerfield
Administrator
Financial Services
Harry Norton
Administrator
Financial Services