Our team

Whatever expertise you require, you’ll find it among our experienced team. From financial specialists to support staff, you’re assured of a friendly, efficient service at every stage of your journey with us.

Contact Us

Lee Waters

Chief Executive and Financial Planner

Meet Lee

Andrew Woods

Director

Meet Andrew

Roger Waters

Financial Planner

Meet Roger

Our latest survey results…

96.43%

would recommend us to their friends, family or colleagues

92.31%

of clients believe that working with us has helped or will help them achieve their financial goals

100%

of clients were satisfied that we understood their needs, goals, aspirations and objectives

98.21%

of clients were satisfied with the speed of response from their planner

Blog

It’s our mission to always leave you in a better-informed position than you were when you came to us. That’s why you’ll find lots of useful information and helpful tips in our regularly updated blog posts.

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