Meet the Team


Financial Planner

Callum started as a regulated adviser at the beginning of 2018 and has been helping clients every day ever since. After spending much of the week indoors, most of his interested are focussed on the outdoors: golf, dog walks, wild camping and hiking.



Practice Manager

Shaun joined in March 2020 as an experienced practice manager, already assisting three other advisers, and makes sure the business runs smoothly and efficiently. His input means that our clients can continue to have a reliable and improved service as the business grows.

Around work, Shaun enjoyed spending time with his partner and their young daughter. He is also a qualified PT and has a small number of clients (when he isn’t training himself!).


Financial Planner

Lorraine is the head Paraplanner in our team and has been with us since April 2019. As an ex-adviser and a very experienced Paraplanner, Lorraine is very skilled in technical report writing and preparing recommendations.

She loves spending any spare time with her grandchildren, but she is also a bit of a party animal socialising regularly with her friends at her local.

Get in touch.

Our team is always ready to help, so call us direct on 01302 721 633 or fill out our enquiry form and we’ll contact you.