We are a firm of Independent Financial Planners based in Liverpool.

Mohit specialises in working with business owners and high net worth individuals. He is a Chartered Financial Planner; an accreditation indicative of his dedication to ongoing personal development.

Jonathan is a Director and Financial Planner specialising in pension planning. He enjoys making a real difference to our clients’ lives and businesses.

Nick has worked in financial services for over a decade. He is a highly-qualified Chartered Financial Planner, Certified Financial Planner, Chartered Wealth Manager, and a Fellow of the Personal Finance Society. He also won the highly coveted Investment Advice Specialist of the year at the 2021/22 Personal Finance Society Awards

As our Office Manager, Marie’s role is to ensure the smooth running of our office’s processes and procedures: everything from compliance to management, banking, payroll and recruitment.

Florin studied Banking and Finance at university and is currently working towards his Diploma in Financial Planning whilst training to become a Financial Administrator.

Jake is a friendly point of contact for our clients and is always working on developing his skills. He has completed his Diploma in Financial Services and is now working towards Chartered Financial Planner status.

Emma’s role varies between marketing, mortgages and commissions. She enjoys working with such a great group of people – no two days are the same!

Karen’s career has spanned roles at Royal Insurance, Norwich Union, Burns Crosson Ltd and finally PWS. Her role involves providing support for our advisers and clients.

Matt has been providing independent financial advice for 22 years; helping clients to achieve their financial goals through comprehensive advice.

Stephanie supports our advisers with both new and ongoing client cases. She prepares client meetings, processes new business and is a friendly port of call for the people we work with.

Mark works closely with our financial advisory team, providing mortgage advice and solutions for new purchases, remortgages, Buy to Let and commercial deals.

Steve began working in financial services in 2005 and became an adviser in 2008. He embraces technology and enjoys meeting clients regularly.

Chris has worked in financial services for more than 25 years. His career has spanned various roles at Royal Insurance, NatWest Life, Eagle Star and other Independent Financial Advisory firms.