Your team

Sue Porter

Office & Client Relationship Manager

Gary Inch

DipPFS, Operations Director

Paula Heaps

PA & Administrator

Chris Masters

FPFS, Chartered Financial Planner

Catherine Street

DipPFS, Financial Planner

We are proud of what we do and the value we provide, which is why we happily publish our fees – not all financial planners do!

Ray Blake

DipPFS, Financial Planner

Carole Haswell

DipPFS, Trainee Financial Planner