Your team

We’re a team of highly-experienced professionals, committed to providing the highest quality advice paired with exceptional customer service. Find out more about the people in our business.

Roger Lee

Partner & Chartered Financial Planner

Karen Scott

Partner & Chartered Financial Planner

David Beach

Independent Financial Adviser

George Everett-Elliott

Independent Financial Adviser

Matt Newberry

Independent Financial Adviser

Sam Harvey

Independent Financial Adviser

Daniel Lee

Paraplanner

Jeannie Birds

Paraplanner

Jo Young

Paraplanner

Phil Dyson

Paraplanner

Caroline Ward

Office Manager

Bek Scott

Administrator

Leslie Fabrizi

Administrator

Charlotte Disney

Administrator

Jane Canlin

Administrator