Meet The Team

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Mark Evans

Managing Director & Chartered

Financial Planner, APFS


Matt Hignett

Director & Chartered Financial

Planner, FPFS, SOLLA

Ross Willan

Independent Financial

Adviser, DipPFS

Nia Sterio

Independent Financial

Adviser, DipPFS

Paul Carpenter

Independent Financial Adviser,

Chartered MCSI, DipPFS

Samantha Bound

Paraplanner, DipPFS

Amy Bingham

Paraplanner, DipPFS

Claire Evans

Office Manager and PA

Stuart Davies

Client Manager

Henrietta McKnight

Client Manager

Julia Nethercott

Paraplanner, DipPFS

Bella Davies


Elliott Russell

Trainee Paraplanner

Take the next step towards
better finances

Chester Office

20 Nicholas Street, Chester, Cheshire, CH1 2NX

01244 621762

Shrewsbury Office

Suite 1, Observer House, Abbey Foregate, Shrewsbury, SY2 5DE

01743 297751

Oswestry Office

21 Salop Road, Oswestry, Shropshire, SY11 2NR

01691 670524

Get in touch. We are here to help.

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