Martin Wight
PartnerLike minded clients, like minded staff and a lovely part of town - what could be better? Well actually the commute!
Ashley Gillie
Client Services ManagerHaving 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!
Shane Presley
Chartered Financial PlannerHelping 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.