Sarah Ross

Chartered Financial Planner, APFS

Managing Director

Sarah has worked in financial services since 2004 working with clients throughout the UK, but predominantly in the South West. She helps clients to create a long term plan for their financial future, which includes advising on investments, pensions, protection, inheritance and income tax strategies and long term care. 

Claire Lawlor

Administrator

Claire is an experienced Financial Service administrator. As administrator, Claire is one of the first points of contact for our clients and is always happy to help and assist them. Claire loves to travel with her family, seeing new sights and experiencing new cultures. Ice hockey is the sport of choice for Claire, watching, not playing.

Bianca Fernoaga

Administrator

Bianca is another of our administrators and has over 15 years working in the Finance Industry gained whilst living and working in Somerset. Along with Claire, she is one of the first points of contact for our clients.

She enjoys spending time in the outdoors and looks forward to going for walks with her dogs at the end of a working day. She loves to travel and particularly enjoys walking holidays. She is always ready for the next adventure!

Bryan Amos

Paraplanner

Bryan is our paraplanner. He has spent many years working in financial planning across a variety of companies and roles. He provides technical support, assists in maintaining our client proposition, and helps formulate recommendations as well as preparing reports. Bryan particularly enjoys investment-related work, although he is experienced in all areas of planning.

He enjoys spending time with his family, plays golf, and occasionally rides his bike. They have a family cat, Rosie. Bryan also enjoys cooking wholesome family food, and his favourite dish is slow-roasted beef short rib ragu, served with a glass of Primitivo.