A team you can trust
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.