Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact details. For further contact details please see our "Contact Us" page.
Rob finds it hugely rewarding, using his wealth of knowledge and expertise, to put together financial plans for his clients that support their life goals.
Rob is very open and approachable – give him a call and see how he can help you.
Clare manages all aspects of client servicing and is much respected by our clients. Clare is always keen to help, and rises to the challenge to seek solutions to any of our client issues.
Clare loves the outdoors and is a keen camper. She enjoys spending time with her family that includes 2 spaniels.
Mo enjoys cooking and travelling and has enjoyed several cruises.
Karen is a keen runner and enjoys a challenge as well as giving her time to voluntary work.
Helen is a very active person and enjoys long distance running – including a marathon success.