One of the greatest joys of generating wealth is the ability to give it away.
Whether this is in trust to family members or in support of a charity or an organisation that is active in promoting and supporting social responsibility.
Philanthropy
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Meet the team helping you
Steve Ellis
Head of Employee Benefit Consulting
Kay Fishburn
Paraplanner
Niall Gunn
Managing Director
Nicholas Utting
Associate Director
Louise Davidson
Accounts Manager
Alice Cockshutt
Graduate Trainee Financial Adviser
Matthew Tallant
Financial Adviser
David Carrington
Corporate Development Director
Sandra Coles
Paraplanner
Matthew Harris
Head of Operations
Paul Meehan
Chairman
Samantha Campey
Corporate Services Associate
Anna Ryder
Client Services Associate
David McLaughlin
Financial Adviser
Kirsty Henry
Executive PA and Paraplanner