A team you can trust

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John Baxter, Director

With over 35 years’ experience working in the financial services sector, John has built up a good awareness of what clients’ are looking for when seeking independent advice.

The last few years have seen John specialise in the corporate area and, in particular, assisting firms with their auto-enrolment requirements. Find out more about John on LinkedIn


Susan Lamb, Office Manager

Susan has worked in financial services over 20 years and has gained considerable experience dealing with both personal and corporate finance





Laura Power, Marketing Assistant

Laura has gained experience in the voluntary sector and provides valuable assistance to the company with marketing input.

Contact us for more information.