At work

As a Paraplanner, Natalie is responsible for supporting Advisers and clients with reporting, and a number of the technical elements of the financial planning.

Outside of work

A keen netball player and founder of her local team, The Polecats. She can also be found either watching Master Chef, or attempting to recreate something similar for her two children.

Our team

We’re here to make your financial world simple. Whatever you need, we’ve got a specialist to help.

Dan Ross

Director & Financial Planner

Luke Hartley

Director & Financial Planner

Andrew Goman

Mortgage, Equity Release and Protection Adviser

Roberto Cervi

Mortgage and Protection Adviser

Matthew Williams

Mortgage, Equity Release and Protection Adviser

Amanda Watson

Personal Assistant

Christian Markwick

Head of Adviser Support

Katie Ross

Business Support

Colin Stewart


Richard Allum

Head of Paraplanning

Debra Wilde

Personal Assistant

Keeley Paddon

Pension Specialist

Martin Pickles

Tax & Trusts Specialist