top of page

Meet the team

​

Meet our friendly and experienced team who will guide you through your financial journey.

​

  Photos taken by our client David Hartley, to see more of David's work please visit his website at: www.davidhartley.co.uk

​

​

Melvin.jpg

Director & Independent financial planner

Melvin Czapalski

Matt .JPG

Director & Independent financial planner

Matt Nelson

Simon website photo.jpg

Chartered Financial Planner

Simon Moran

Jo.jpg

Head of client services

Jo Blundy

_D8A0138.JPG

Paraplanner 

Gemma Allison

Robynne pic for website.jpg

Business administrator

Robynne Meager

bottom of page