Support team

Meet our support team

Jane Yates

Finance Manager

Lesley Bywater

Office Manager / Lead Paraplanner

Matt Bond


Will Grover


Leo Broom


Rebekah Cotton


Tahmid Choudhury

Apprentice Paraplanner

Matthew Haycock

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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