Our team consists of Financial Advisors with many years experience combined with fresh enthusiastic recruits.

This means we provide you with a wealth of knowledge and experience for all of your financial needs, whether it be a single issue or helping you to manage a complex financial portfolio. Our advisers are supported by a professional team of experienced administration staff who ensure that everything runs efficiently. Find out who we are and how we can help you.


Evan Salt

Evan Salt

Director -

Bob Angel


Adele Fondyke

Corporate Receptionist

Rance Clarke

Financial Adviser

Gale Lefroy

Client Service Manager

Tom Atkinson

Client Service Officer