Team members

Find out more about team members

What we do

Team Members

Ian Price

Director

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Nick Aston

Director and Chartered Financial Planner

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Kay Holden

Director

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Jonathan Bissett

Financial Planning Consultant

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Vanessa Coates

Financial Planning Consultant

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Daniel Morris

Financial Planning Consultant

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Goss Lumsden

Financial Planning Consultant

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Alex Bengtsson

Financial Planning Consultant

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Andrew Prosser

Equity Release & Mortgage Specialist

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Rachel Robb

Mortgage & Protection Specialist

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Griffiths Marshall
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