Meet The Team
YOUR TRUSTED TEAM
When you’re choosing a financial planning partner, you need to find a team you can trust. After all, effective financial planning means getting to know far more than just your financial situation. It means understanding your lifestyle and passions, your business affairs and your family circumstances, and building a complete picture of the life you lead today – and the one you want to lead tomorrow.

James Richfield
FPFS, Chartered Financial Planner, Managing Director

Peter Grieves
Chartered Financial Planner, Managing Director

Gary Oselton
Director

Glenn Bolton
Director

Dan Smith
Director

Sean Shabilla
Financial Adviser

Andrew Taylor
Financial Adviser

Dan Croker
Financial Adviser

Jonathan Dowson
FPFS, Chartered Financial Planner

Justin Lockwood
Communications Consultant

Stefanie Corbett
Practice Manager

Laura Fuller
Senior Paraplanner

Gemma Stone
Paraplanner

Kay Gibson
Adviser PA

Zoe Pass
Senior Paraplanner

Anna Moat
Executive PA

Julie Hanson
Executive PA

Gabrielle Conroy
Executive PA

Rachel Smith
Partner PA

Rachel Robson
Director PA

Emily Smart
Director PA

Dee Hughes
Administration Support
GET IN TOUCH
Book a Meeting
Please call 01670 505333 or send us a message using the form and our team will be very pleased to help you.
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