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.

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 & Acquisitions Director

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Josh Lowe

Wealth Manager

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Karan Kumar

Trainee Wealth Manager

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Sam Kay


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Diane Watson

Principle Partner

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Mia Freeman

Personal Assistant to Dan Thompson

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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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