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

01548 856096

Email Me

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

PROFILE

Jonathan (Jonty) Tucker

Financial Planning Consultant - Chartered ALIBF

01548 856096

Email Me

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.

PROFILE

Mark Lidstone

Financial Planning Consultant

01548 856096

Email Me

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

PROFILE

Trevor Branton

Financial Planning Consultant

01548 856096

Email Me

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.

PROFILE

Simon Wrench

Financial Planning Consultant

01548 856096

Email Me

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.

PROFILE

Suzanne Massingham

Senior Paraplanner

01548 856096

Email Me

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

PROFILE

Kerry Mitchelmore

Mortgage and Protection Adviser

01548 856096

Email Me

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.

PROFILE

Andrew Tildesley

Paraplanner

01548 856096

Email Me

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

PROFILE

Steph Pope

Paraplanner

01548 856096

Email Me

Steph has worked in a Paraplanning role since 2014.

PROFILE

Ann Hardy

PA / Administrator

01548 856096

Email Me

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.

PROFILE

Diane Cox

Administrator

01548 856096

Email Me

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

PROFILE
STOCK DATA
Value Move %
FTSE 100
7684.49 21.98 0.287
FTSE 250
19263.5 144.5 0.756
FTSE 350
4236.95 14.86 0.352
FTSE All Shares
4195.17 14.98 0.358
Dow Jones
39068.78 456.543 1.182
Nasdaq
16041.621 460.721 2.957
news