.. Loading ..

Our Team

Directors


Bhav Patel
Bhav Patel BSc Hons CeMAP
Director. Mergers & Acquisitions.
Andy Rowe
Andy Rowe FPFS CeMap CeRER BSc (Hons)
Director & Independent Financial Adviser

IFA Advisers


Richard Sheret
Richard Sheret DipPFS
Independent Financial Adviser. Pension Specialist
Victoria Trapitsyna
Victoria Trapitsyna DipPFS
Indepentant Financial Adviser
Marcus Blase
Marcus Blase
Independent Financial Adviser

Mortgage Advisers


Simon Leak
Simon Leak DipPFS Senior Mortgage Adviser & Life Time Specialist
Mortgage Adviser
Jayan Patel
Jayan Patel CEMAP
Mortgage Adviser
Raj Sharma
Raj Sharma Cert CII (MP) Cert PFS
Mortgage Adviser

Managers


Amit Nakum
Amit Nakum DipPFS, Cert MA, Cert L&P
Compliance Manager
Tina Patel
Tina Patel
Accounts Manager
Kelly Thomas
Kelly Thomas
Office Manager

Paraplanners


Franck Gogua
Franck Gogua DipFA, MLIBF, BA (Hons)
Paraplanner
Jake Landaw
Jake Landaw BSc (Hons) DipFA MLIBF
Paraplanner

Admin


Dina Patel
Dina Patel
Administrator
Nivika Pethad
Nivika Pethad
Receptionist / Administrator
Carole Tucker
Carole Tucker CeMAP
Administrator