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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

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Director & Independent financial planner

Melvin Czapalski

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Director & Independent financial planner

Matt Nelson

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Chartered Financial Planner

Simon Moran

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Head of client services

Jo Blundy

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Paraplanner 

Gemma Allison

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Business administrator

Robynne Meager

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