Meet the Team

Dedicated, committed, motivated and passionate about everything we do, we have a great team of highly skilled and experienced individuals.

Anna Kilby

Director

Claire Davidson

Director

Samantha Dean

Finance Manager

Natalie Dobson

Financial Planner

Ceylan Foster

Financial Planner

Lee Stephenson

Office Manager

Laura Mitchell

Mortgage & Protection Advisor

Laura Dawson

Mortgage & Protection Advisor

Agnetha Dobson

Mortgage & Protection Advisor

Our team of highly skilled advisors provide a high quality advice service to our clients, assisting them with their financial needs both personally and within business.