Meet the Team

Our team is friendly, knowledgeable and well-qualified, and offers the experience and expertise expected by our clients in order to meet their personal financial planning and wealth management requirements.

Directors

     


Mark Stokes           CertPFS                           Managing Director


Neil Osborne BEng CFP Chartered MCSI
Director
   

Advisers

     


Neil Osborne BEng DipPFS CFP
Chartered Financial Planner

Mark Warner MIFS DipFA
Financial Planner

Tamsin Hazell APFS       Chartered Financial Planner

 Julia Keith DipPFS    Financial Planner

Client Service Team

   

Paul Sainsbury ACII          Client Services Team Manager

Tamsin Knill                      Para-planner               Client Relationship Manager                                                                                   

Rachel Millard
Client Relationship Manager

      Michelle Murphy
Client Relationship Manager

Rachael Evans            Client Relationship Manager

Chris Witton                  Client Relationship Manager

Elliot Stokes               Project Coordinator

 

Management Team & Compliance

   

Mark Stokes               CertPFS
Managing Director

Neil Osborne BEng CFP Chartered MCSI
Director & Compliance Officer

Phil Thompson
Management Accountant
 
  • Independent financial advice
  • Highly qualified advisers
  • Each client treated individually
  • Helping you make informed decisions