We have an experienced team providing holistic financial advice and Wealth Management services.
Chris Ryan BA (Hons) Dip PFS
A Senior Financial Adviser and Managing Director with 30 years experience. Chris is qualified to Level 4 Diploma standard, with specialist qualifications in Trusts and Estate Planning, and Long Term Care. He provides financial solutions for retired clients focusing on trusts, investing and later life needs. Chris spends his private time with his 3 children and Land Rover.
Richard French BSc
Richard French graduated from Sussex University with a degree in Chemistry, then spent 12 years at J.P. Morgan. Having achieved the Level 4 Diploma for Financial Advisers through private study, Richard joined the firm in September 2015, initially as a paraplanner. He is now a fully qualified IFA and Pension Transfer Specialist. Richard enjoys taking his son to football matches, and has been known to play the odd game of 5-a-side.
David Robinson BA (Hons)
David joined the team in 2013 to provide administration support, having graduated in Law at Manchester University. He then gained many years experience in financial services in the UK and overseas. David’s expertise is in providing our clients with accurate and timely information about their financial plans, and managing our systems and procedures. David is a fan of both rugby league and union.
Nella joined the team as an administrator in 2021. She spent several years on various contracts with Barclays Bank and is now a valued member of the Admin Team. She enjoys socialising, walking and going to the cinema.
Christopher Hoar BA (Hons)
With his BA (Hons) in Business Studies with Human Resources Management, Chris’ transition into financial advice administration was a natural move. He joined us in September 2017 and has become a valuable member of the administration team. Chris is Level 4 qualified in paraplanning to support the advice team. Chris married in 2022 and is starting a family for the first time.
Beth has joined us from Bournemouth University for her sandwich year as part of her degree course in Business Management (Finance). In her spare time Beth coaches for Bournemouth Elite Cheerleading.
Peter provides a consultancy service for the firm advising on and arranging Wills and Lasting Power of Attorney. Peter spent a career in retail banking and financial services, and now enjoys as much time on the golf course as he can, and annual trips to S. Africa.