About Us

Meet the Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Dan Burner

Director, Financial Planning Consultant, Chartered ALIBF

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Dan has been working in financial services since 1997 and holds the prestigious status of being a Chartered Associate of the LIBF.

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Jonathan (Jonty) Tucker

Financial Planning Consultant - Chartered ALIBF

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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.

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Mark Lidstone

Financial Planning Consultant

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

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Trevor Branton

Financial Planning Consultant

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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.

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Simon Wrench

Financial Planning Consultant

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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.

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Kerry Mitchelmore

Mortgage and Protection Adviser

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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.

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Suzanne Massingham

Senior Paraplanner

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

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Andrew Tildesley

Paraplanner

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

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Ann Hardy

PA / Administrator

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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.

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Diane Cox

Administrator

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

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Poppy Burner

Administrator

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

PROFILE
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