Mike has over 34 years financial planning experience both in management and as an adviser. He has extensive experience in dealing with high net worth individual clients as well as corporate clients. He prides himself in his ability to communicate, sometimes quite complex, concepts very clearly to all his clients ensuring comfortable understanding at all levels of experience.
Chartered Financial Planner, APFS
Sarah has over 13 years financial services experience. Prior to advising, she ran a successful business specialising in providing technical support and consultancy services to other financial planning firms. This has given Sarah considerable and unusually broad experience in designing financial strategies which offer excellent value to clients.