
Jonathan Walker
Managing Director

Alex Rowe
Chairman & Consultant

Steve Morris
Business Development Manager

Suzanne Walker
Fellowed Financial Planner

Andrew Edwards
Client Services Manager

Roger Easterbrook
Chartered Financial Planner

Ben Walker
Trainee Financial Planner

Adam Williams
Office Manager

Mark Solway
Financial Planner

Steve Stobie
Financial Planner

Justin Worsey
Data Analysis Consultant

Joe Rackham
IT & Administration

Jo Ross
Administrator

Kathy Eagle
Administrator

Carrie Perry
Administrator

Sarah Heal
Administrator

Karen Major
Administrative Assistant

Nicola Edwards
Administrative Assistant

Liz Robinson
Administrative Assistant

Mandy Dymond
Administrative Assistant

Jonathan Walker
Managing Director

Alex Rowe
Chairman & Consultant

Steve Morris
Business Development Manager

Suzanne Walker
Fellowed Financial Planner

Andrew Edwards
Client Services Manager

Roger Easterbrook
Chartered Financial Planner

Andrew Ross
Financial Planner

Ben Walker
Trainee Financial Planner

Adam Williams
Office Manager

Mark Solway
Financial Planner

Steve Stobie
Financial Planner

Justin Worsey
Data Analysis Consultant

Joe Rackham
IT & Administration

Jo Ross
Administrator

Kathy Eagle
Administrator

Carrie Perry
Administrator

Sarah Heal
Administrator

Karen Major
Administrative Assistant

Nicola Edwards
Administrative Assistant

Liz Robinson
Administrative Assistant

Mandy Dymond
Administrative Assistant
Professional Qualifications
Our experienced staff come from different academic backgrounds and between them hold a broad spread of professional qualifications. Many hours of study have been invested to achieve them. This demonstrates a high level of technical expertise behind the advice services provided.
They include:
- Fellow of the Personal Finance Society
- Fellow of the Association of Chartered Certified Accountants (FCCA)
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Diploma in Lending
- Diploma in Management
- Pension Transfer Specialist Accreditation
- AF3 Advanced Pension Planning
- J09 Para-planning
- BA (Hons) Business Studies Degree specialising in quantitative & qualitative analytics
- BA (Hons) German & Geography
- BA (Hons) in Management Science
- Certificate in Business & Finance Management (CIB)
- Certificate in Discretionary Management
- Certificate in Financial Services
- Certificate in Long Term Care Planning
- Certificate in Mortgage Advice & Equity Release
- Certificate in Mortgage Advice and Practice
- Certificate in Securities Advice and Dealing
- Citizens Advice Bureau Certificate in Generalist Advice
- Trustee Toolkit (Distinction in DB & DC)
- STEP Certificate for Financial Services - Trusts and Estate Planning
- Society of Later Life Advisers (SOLLA)