Working together to provide the best for our clients

Our team share a passion for providing the highest calibre of client servicing, we aim to offer an unparalleled experience that gives you the utmost confidence in your financial future.

Senior Leadership & Advisor Team

Dan Thompson

Branch Principal and Chartered MCSI Wealth Manager

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Colette Langhorn

Operations Director

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Emma Thompson

Business Development Director & Wealth Manager

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Josh Lowe

Wealth Manager

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Get in touch.

Our team are ready to help, you can call us direct on 01858 791 182 or email us at the link below.

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