Our mission is to provide outstanding financial advice and support throughout the year to help our clients build and protect their wealth. We do this by offering practical solutions in a welcoming environment and devoting our time to building relationships for the long term.

Nicola Charles
Corporate Manager
Leanne Bielec
Corporate Manager
Lorraine Swann
Corporate Manager
Steve Turner
Corporate Manager
Katie Starkey
Agricultural Manager
Graham Pickering
Agricultural Manager
Steve McCormack
Agricultural Manager
Simon Barnes
Financial Advisor
Sue Daniel
Financial Advisor
Lesley Carson
Personal Tax