fbpx
Joanne Dale

Joanne Dale: Taking clients on a journey of discovery

Joanne has a talent for explaining complex financial structures in simple terms that are easy for her clients to digest. She says this is vital when creating a financial plan.

Read More

Tara-Dixon

Tara Dixon: Financial advice is a family affair

For Tara, helping people make the most of their financial plans, and look after their financial future, is in her DNA

Read More

Sabrina Potter

Sabrina Bailey: It’s not all about the numbers

Sabrina's journey into the financial planning industry was a serendipitous one, shaped by her background and a deep-rooted desire to make a difference in people's lives.

Read More

Chris Masley

Chris Masley: Guiding clients towards a secure future

Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life

Read More

Nick Cohen

Nick Cohen: helping new generations benefit from having a financial plan

Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life

Read More

Financial planner, Jacob Rudman, talks about putting risk into perspective

Jacob understands the need to consider risk carefully. He explains more about the risks people should be taking, and the risks to avoid.

Read More

Financial planning for new parents: Preparing your finances

If you're planning a family here are some thoughts on the costs you’re likely to face and how you can start to plan ahead for the new arrival

Read More

couple financial planning

What’s the difference between a Wealth Manager, a Financial Planner and a Financial Adviser?

The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.

Read More

Tim Forsyth: The biker with a safety-first wealth planning approach

Tim explains the importance of the 5 pillars of life: home, relationships, health, work, and finances. Lose one and the rest can easily follow

Read More

Blood biker

Andrew Sutherland: The rapid responder with a patient approach

“People worry they’ve left things too late, but it’s never too late to have a conversation. Chances are we can do something about your financial situation"

Read More

Privacy Preference Center