Our Team

Our team have the experience and the skills to help you with all aspects of your financial planning. You can book an introductory call using the form on our contact page.

SCHEDULE YOUR INTRODUCTORY CALL

Allen Bloor

Chief Executive

Vince De Stefano

Managing Director

Lee Davies

Operations & Compliance Director

Nikki Carolan

Financial Controller

Carlo De Stefano

Client Relationship Manager

Sunny Bharj

Independent Financial advisor

Erdley Hand

Independent Financial advisor

Paul Yarde

Mortgage & Protection advisor

Steven Bates

Specialist Protection advisor

Jane Moss

Senior Administrator

Ruksana Begum

Senior Administrator

Louise Wright

Paraplanner

Adama Mansaray

Paraplanner

Shrikesh Pattni

Paraplanner

Rheanna Newman

Client Relationship Assisstant