Our team

Whether you’re speaking to a financial planner for the first time or just looking for someone new, you want to be sure you’re in safe hands. Our team have been providing financial advice for almost 30 years, so you can trust that we know how to get the results that are right for you.

Stephen Cooper

About
Stephen

Senior Financial Consultant

Ellis Scott

About
Ellis

Head Mortgage and Protection Adviser

Sam Malka

About
Sam

Financial Adviser

Dominic Andersen

About
Dominic

Chartered Financial Planner

Domenico Collura

About
Domenico

Client Liaison Officer

Donna Morgan

About
Donna

Mortgage Administrator

Heather Closier

About
Heather

Practice Manager

Matt Smith

About
Matt

Wealth Administrator

Jim Austin

About
Jim

Business Manager