Our Team

Learn more about our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Matthew Beard
Matthew Beard

Director & Financial Planner

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Chris Downham
Chris Downham

Director & Financial Planner

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Graeme Jennings
Graeme Jennings

Financial Planner

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Lawrence Belcher
Lawrence Belcher

Financial Planner

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Jethro Seaton
Jethro Seaton

Financial Planner

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Josh Freire-McKinnell
Josh Freire-McKinnell

Financial Planner

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Oliver Schubart-Welch
Oliver Schubart-Welch

Paraplanner

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John Barnard
John Barnard

Financial Planner

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Daniel McAuley
Daniel McAuley

Business Development Manager & Financial Planner

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Colin McAuley
Colin McAuley

Group Director & Founder

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Keith Hulbert
Keith Hulbert

Group Operations Manager

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Other members of our team

 

Financial Planners

 

Simon Pardoe
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