Social Media

Our Team

Meet our team
Julian Parrott portrait

Julian Parrott

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

Martin Wight

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

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 portrait

Helen Robertson

I enjoy working together with people with shared interests and shared beliefs
Ashley Gillie portrait

Ashley Gillie

Senior Administrator
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!
Subscribe to our blog: