We are a firm of Independent Financial Planners based in Liverpool.

Mohit specialises in working with business owners and high net worth individuals. He is a Chartered Financial Planner; an accreditation indicative of his dedication to ongoing personal development.

Jonathan is a Director and Financial Planner specialising in pension planning. He enjoys making a real difference to our clients’ lives and businesses.

Nick has worked in financial services for over a decade. He is a highly-qualified Chartered Financial Planner, Certified Financial Planner, Chartered Wealth Manager, and a Fellow of the Personal Finance Society. He is the current CFP Professional of the year and won the highly coveted Investment Advice Specialist of the year at the 2021/22 Personal Finance Society Awards

Matt has been providing independent financial advice for 22 years; helping clients to achieve their financial goals through comprehensive advice.

Steph works closely with clients and colleagues in her role as a Technical Paraplanner and Adviser. She enjoys building strong client relationships and helping them achieve their financial goals.

Chris has worked in financial services for more than 25 years. His career has spanned various roles at Royal Insurance, NatWest Life, Eagle Star and other Independent Financial Advisory firms.

Steve began working in financial services in 2005 and became an adviser in 2008. He embraces technology and enjoys meeting clients regularly.

Mark works closely with our financial advisory team, providing mortgage advice and solutions for new purchases, remortgages, Buy to Let and commercial deals.

As our Office Manager, Marie’s role is to ensure the smooth running of our office’s processes and procedures: everything from compliance to management, banking, payroll and recruitment.

Jake is a friendly point of contact for our clients and is always looking to develop his skills. Today, he is a Chartered Paraplanner and a Fellow of the Personal Finance Society.

Emma’s role varies between marketing, mortgages and commissions. She enjoys working with such a great group of people – no two days are the same!

Karen’s career has spanned roles at Royal Insurance, Norwich Union, Burns Crosson Ltd and finally PWS. Her role involves providing support for our advisers and clients.

Florin studied Banking and Finance at university and is currently working towards his Advanced Diploma in Financial Planning.

Working closely with our advisers, Charlie assists with the preparation of client reviews, report writing and a wide range of financial planning administration. Charlie is working towards his Diploma in Financial Services.

Stephanie's role involves supporting advisers and clients across a wide range of day-to-day activities.

Rebecca works closely with both colleagues and clients, providing support across a range of day-to-day activities and helping to ensure a high standard of service is maintained.

As a Financial Administrator, Josh provides administrative support to our advisers, helping to ensure clients receive an efficient and professional service.

Katie's role involves working closely with our advisers and clients, providing support across a wide range of day-to-day activities.