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!

Andy Wilson

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

Ashley Gillie

Client Services Manager
Having spent almost 20 years working within the Financial Services Industry, it's 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!

Marian Hallinan

Marketing and Communications Administrator
I enjoy working for a values led company who’s ethical mind-set is so central to their operation. I like going to work knowing that I’m part of something that is making a difference to our world.

Alan Whittle

External Compliance Associate

Shane Presley

Chartered Financial Planner
Helping my clients build the future they want and exploring possibilities with them is hugely satisfying. Aligning money with their complex lives is challenging but I‘ve always been strong with numbers, interested in investment and curious about people and their lives.

Stuart Palmer

Administrator
After many years in finance, I am delighted to work for a company that puts clients and ethics first, one that makes it not only its goal but its approach to business.

Alan Neil

Administrator
After a multi-year career in large corporate entities within financial services, it’s refreshing to work somewhere where ethical investment, teamwork and client-focused service aren’t just empty buzzwords. They are foundations that underpin the work we do for our clients.