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Financial Planner

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Chartered Financial Planner

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Chartered Accountant

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Member of the East Midlands Chamber

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Associate Firm of the Personal Finance Society

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Chartered Alternative Investment Analyst (CAIA)

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Chartered Fellow of the Securities and Investment Institute (CISI)

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Fellow of the Personal Finance Society

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Member of the Personal Finance Society

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Award in Long-Term Care Insurance

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Member of the Personal Finance Society

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    Meet the team

    We’re all here with you, rolling up our sleeves to turn your goals into reality.
    Adrian Mee
    Chartered Financial Planner and Director
    Neil Wattam
    Financial Planner, Chartered Accountant and Director
    Ben Wattam
    Chartered Investment Manager and Director
    Tim Kirby
    Chartered Financial Planner and Director
    Loz Gee
    Operations Manager
    Daniel Partridge
    Chartered Financial Planner and Director
    Ben Toms
    Administrator
    Lucy Fawcett
    Trainee Investment Manager
    Becca Coleman
    Administrator