Meet the Team

Please use the links below to learn more about the team.

Daniel White

Chartered Financial Planner & Managing Director
Full profile

Catherine White

Operations Director

Graham Ward

Financial Adviser

Simon Sewell

Financial Adviser

Jon Oliver

Paraplanner

Beth Statham

Client Support Specialist

Ellie Alameri

Client Support Specialist

Charlotte Ullyatt

Client Support Specialist

Brian the Dog