Sales Director and part owner of the business and has over 30 years experience in financial advice. He is responsible for the sales and advice that the business provides to its customers. Paul has 4 sons and a daughter and is committed to providing good long-term financial and investment advice.
Dan is a Director and Advisor Specializing in Pension Advice he is committed to achieving chartered status the highest qualification for IFA's. Dan has been providing advice to clients for over 15 years. He is a keen sportsman and plays for Midsomer Norton Cricket Club and when he is not playing Cricket, he is out with his family or playing Golf.
Alex is Paul's Personal Administrator and keeps Paul organized. She has worked for the company for 14 years and is a mother of two daughters. She spent several years as a Brownie Guider and was on the school PTA but now enjoys personal fitness classes, socialising and enjoys travelling.
Dave is an Administrator and has been with the company since it started. He administers our communication with a number of our high net worth clients and has used his financial knowledge to build up a substantial investment portfolio.
Cameron is an administrator and a recent hire for the company. When not at the office he enjoys hiking, wild camping, and distance running.