Our Team

Julian Parrott

Partner
I’m proud of our team, the business we have built and the work we do

Martin Wight

Partner
Like minded clients, like minded staff and a lovely part of town - what could be better? Well actually the commute!

Fiona Lind

Administrator
I like working in a company which is fair and open with their employees and whose ethical business practices benefit their clients and the community.

Andy Wilson

Technical Researcher
I enjoy working for a company which has a strong ethical foundation and which applies honesty and fairness to its relationships with employees and clients.

Helen Robertson

Book-keeper
I enjoy working together with people with shared interests and shared beliefs

Ashley Gillie

Senior Administrator
Having spent almost 20 years working within the Financial Services Industry, its good to work for advisers who genuinely live, breathe & display the ethical values they promote. With a friendly & relaxed environment, it’s a place I enjoy coming to on a daily basis and worth the 90 minute commute.. Throughout my career I’ve tended to move around to obtain the necessary experience I felt I required and it’s nice to feel that I have access to everything I need to continue development and that I have possibly found my final place of employment.. who could ask for more!