Support team

Meet our support team

Jane Yates

Finance Manager

Lesley Bywater

Office Manager / Lead Paraplanner

Will Grover

Paraplanner

Leo Broom

Paraplanner

Rebekah Cotton

Paraplanner

Tahmid Choudhury

Paraplanner

Matthew Haycock

Paraplanner

Natasha Kerr

Paraplanner

Charlotte Pacitti

Apprentice Paraplanner

Lisa El Helou

Office Administrator

Whether you are just starting out, have had a change of circumstances or are anxious to preserve your hard-earned wealth, our experienced team can provide expert, professional advice to create a financial plan to suit your needs.

Tim Yates
Founder, Director & Financial Adviser

Contact us to start your financial planning journey

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