Meet the team

Behind every financial decision is a person, a family and a unique set of circumstances. That’s why we believe in putting people at the heart of everything we do.

With over 30 years of experience, our team combines knowledge and expertise with a friendly, personal approach. We take the time to get to know our clients, understand what matters to them and provide trusted guidance throughout their financial journey.

Russell

Russell is our Managing Director and an experienced financial adviser, with over 30 years’ experience in financial services. Known for his friendly and straightforward approach, he has a talent for explaining even the most complex financial matters in simple, easy-to-understand terms.

Russell believes that good advice is about much more than simply finding a solution. He takes the time to understand each client’s individual circumstances and is always willing to go the extra mile to provide the help and support they need. His experience, knowledge and commitment to personal service are at the heart of the firm.

Away from the office, Russell is a passionate Chelsea FC supporter and enjoys getting out on the golf course whenever he can escape from the office!

James

James is building his career in financial services and is currently working his way through his professional financial services examinations, developing his knowledge and experience across the industry.

He enjoys working with people and takes a friendly, approachable and enthusiastic approach to his role. He is committed to developing his expertise and providing clients with a high level of service as he continues to progress within the business.

Outside of work, James is a keen sports fan and enjoys playing football. He also has a passion for music and can often be found at live events, gigs and the occasional rave. Away from the office, he enjoys spending time with friends, keeping active and making the most of his free time.

Sam

Sam is our Office Manager and plays an important role in keeping the day-to-day running of the business organised and efficient. Alongside managing the office, she also supports the firm with its bookkeeping, helping to ensure everything behind the scenes runs smoothly.

With a friendly and approachable nature, Sam is an important part of the team and helps create the welcoming, personal service that is at the heart of the business.

Outside of work, Sam enjoys spending time with friends and family. When the British weather allows, she can also be found making the most of the garden — preferably with a little sunshine!