About Us

Dan has been working in financial services since 1997 and holds the prestigious status of being a Chartered Associate of The London Foundation for Banking & Finance.

Jonty grew up in South Devon, graduated with a BSC Hons Degree in Maritime Business & Law, then spent a number of years working around the world.

Mark has been advising in financial services since 1987, with over 30 year’s industry experience.

Trevor is the antipodean sounding adviser in our office. He grew up in New Zealand and moved back to the UK in the mid 1990’s.

Simon has over 33 years’ experience in Financial Services dating back to 1989 and has worked in many different sectors in advisory and management roles in that time.

Suzanne has worked in the financial services industry for over 15 years, now enjoying her role as our Senior Paraplanner.

After working as an administrator for many years, Kerry developed a keen interest in mortgages whilst sourcing financing for her own self-build which she is completing with her husband.

Andrew grew up and was educated locally before moving away to further his education.

Nick joined us in June 2024 following a long career locally in the construction supply chain so may well be a friendly, familiar face to many.

Ann originally had a successful career with a large American Financial Institution in London before having children and relocating to the South Hams in 1997.

Joining us in early 2023 following a 20 year career in dentistry, Diane will be a familiar, friendly face to many.

Poppy has recently completed her A Levels and will be starting University in September 2024.