
Chirag Thankey DipFA, PETR
Managing Director | Financial Advisor & Pension Transfer Specialist

Lucy Evans
Operations Director
Financial Advisers | Mortgage Advisers | Consultants

Becky Edwards
Chartered Financial Adviser/Compliance Support

Jas Dhesi DipFA
Financial Advisor

Vinesh Gopal DipFA
Financial Adviser

Ajay Badiani Dip Cii, CeMAP
Financial Adviser

Mohammed Fulat Dip PFS BA (Hons)
Financial Adviser

Scott Bradley
Financial Adviser & Mortgage Specialist

Amar Vagani DipFA, BA (Hons)
Financial Adviser

Sofie Borszowski DipFA
Financial Adviser

Shikha Kapur-Gopal
Wills & Estate Planning Consultant
Paraplanning & Support Team

Annya Lane DipPP
Paraplanning Manager

Tayler McCann DipPP
Senior Paraplanner

Aarti Patel Dip Cii, CeMAP
Paraplanner

Ellie Turner
Client Administrator

Laura Legard
Senior Client Administrator

Kate Westbury
Client Administrator

Paige Barnes
Senior Client Administrator

Kittie Keane
Client Administrator

Thea Kealey
Client Administrator