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.
Morena Wiseman
Senior Administrator
Morena has over 20 years working in the Finance Industry gained whilst living and working in Jersey & Singapore. She oversees all of the administration in the office, ensuring everything runs smoothly.
Morena is a keen hiker and enjoys exploring the great outdoors. She loves to travel and appreciates great food & wine.
Tom Tannett
Paraplanner
Tom holds the Diploma in Financial Planning. He assists Sarah by writing reports, conducting technical research and analysis, and liaising directly with our clients when required.
Having moved to the South West from London, Tom loves visiting local beaches and going for long walks with his Labrador. He enjoys both watching and taking part in a variety of sports
Anne-Marie Holmes
Administrator
Our newest member of the team, Anne-Marie works closely with Morena, assisting her with a broad range of administrative tasks.
Outside of work, she enjoys volunteering and charity work as a treasurer of a children’s youth club. In her spare time, she enjoys walking on beaches around the Devon & Cornwall coast.