Meet The Team
Our experienced, knowledgeable and friendly team are here to provide every client with a personal service, of the highest standard.
We strive to make your life easier by supporting you to protect the things that are important to you and to plan for the future so you can get on with the things in life that you enjoy.
Jonathan Cross
Independent Financial PlannerDipPFS
Michael McDermott
Independent Financial PlannerAdv DipFA Chartered ALFBF
Kris Barclay
Team Leader - Financial PlanningCII Level 4 Diploma in Regulated Financial Planning
Abby Smith
Senior Administrator
Kelly Westrop
Paraplanner
Hercules Michail
AdviserACSI