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

Melvin Czapalski
Director and Independent Financial Planner

Matt Nelson
Director and Independent Financial Planner

Sarah Blyth
Director and Chartered Financial Planner

Jo Blundy
Head of Client Services

Esme Valler
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