Meet The Team
James Reiss
BA DipPFS
CEO
Kevin Kennard
APFS
Managing Director & Chartered Financial Planner
Chloe Hoy
Operations Manager
Lucy Atthis
Chartered ALIBF
Financial Planner
Toby Mann
DipFA CeMAP
Financial Planner
Farhat Hanif
Cert CII (MP)
Mortgage and Protection Adviser
Naomi Cross
DipPFS
Financial Planner
Robbie White
Client Relationship Manager
Karl Bhuyan
Administrator
Alicia Griffiths
Administrator
Spike Hull
Administrator
Renaie Wilcox
Administrator
Megan Richards
Administrator
Chandani Doshi
Mortgage Case Manager
Sam Mann
Business Development Manager
OUR People
Experienced, dedicated and engaged Advice and decisions driven by knowledge, passion and balance.
As a team we work in harmony together, each bringing our own insights, skills and specialist knowledge to the table.
Between us, we have first-hand experience in the fields of professional sport, performing arts, legal advice, renewable energy and agriculture. And we have also enlisted a behavioural economist to help all our clients gain clarity of purpose around their wealth.
We make sure our clients understand what matters most to them in their current financial circumstances and future life. Give us a call to find out more.
Do you know you need to
get your finances organised?
Do you know you need to
get your finances organised?
An investment in knowledge pays the best interest.
Benjamin Franklin
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