Meet the team

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

Melvin Czapalski

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Director and Independent Financial Planner

Matt Nelson

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Director and Independent Financial Planner

Sarah Blyth

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Director and Chartered Financial Planner

Jo Blundy

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Head of Client Services

Esme Valler

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Administrator

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