Meet Our Team
People behind the planning
A team combining experience, expertise and a genuine understanding of the lives we help plan for.
Glenys Davies
Associate Director
Danielle Feltham
Associate Director, Financial Adviser & Pension Transfer Specialist
Min Conant
Associate Director & Finance Manager
Damon George
Administration Manager
Sara Pollinger
Financial Administrator
Radha Gajjar
Paraplanner
Nirali Mehta
Financial Administrator / Trainee Paraplanner
Jeff Bowman
International Tax Consultant
Experience that goes beyond the numbers
Our team brings together experience across financial planning, wealth management and international financial matters, built over 30+ years of guidance, with a focus on helping clients make confident decisions about what comes next.
Expertise, backed by experience
Our advisers hold recognised professional qualifications and memberships across financial planning and wealth management.
Explore our credentials