Meet the team

We may be a small team, but we provide bespoke financial advice and are always a phone call away.

Neil Buckingham

About Neil

With more than 30 years of experience, Neil specialises in pensions, investments and tax planning.

Managing Director and Chartered Financial Planner

Simon Moran

About Simon

Simon specialises in pensions and investments, and he works with clients who are approaching or in retirement.

Chartered
Financial Planner

Alex Breadmore

About Alex

Alex has gained the award for VouchedFor Top Rated Adviser for the last six years and holds Chartered status.

Chartered
Financial Planner

Gemma Allison

About Gemma

Gemma has more than 25 years of experience in financial services and is also qualified as a Chartered financial planner.

Paraplanning and Client Services Support Manager

Jane Coo

About Jane

Jane is a key member of the team, and she supports clients and planners across all our services.

Wealth Management
Administrator

Suzanne Prout

About Suzanne

Suzanne is a long-standing member of our team, and she looks after the administration needs of clients.

Wealth Management
Administrator

Jess Marriott

About Jess

Jess supports the paraplanning team, and you will often speak to her when you call the office.

Junior Paraplanner

Gemma Richman

About Gemma

Gemma provides administrative support to the team and helps advisers prepare for meetings.

Wealth Management
Administrator

Val Wright

About Val

Val has been working with us for more than 30 years, dealing with individual and corporate clients.

Employee Benefits
Account Manager