Meet the team
Whenever we advise you as a client, we’re supported by a team of experienced ‘paraplanners’. It’s their task to research and identify the most suitable funds and products from the whole of the market. Because of our association with New Leaf, David (pictured left) has direct access to this team.
Headed up by Alex Darlow (pictured, centre) they enable us to provide you with a service specific to your needs. That preplanning team includes Alex McWhirter, Allan Mayhew and Charlie Joyce (pictured, right.)