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Meet the team

Get to know the people who listen, plan, and guide you through every stage of your financial journey.

Conor
O’Sullivan

Managing Director and
Chartered Financial Planner

Get to know Conor

Jeremy
Pooley

Chartered Financial Planner

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Saj
Atwal

Chartered Financial Planner

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Taisha
Betz

Independent Financial Planner

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Jon-Paul
Hughes

Operations Manager

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Emma
James

Client Services Manager

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Patricia
Fraser

Client Services Manager

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Johnathon
Holland

Client Service Assistant

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Alanis
Daniel

Compliance Consultant

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Paul
Sylverster Evans

Compliance Consultant

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Laurence
Murphy

Chartered Financial Planner

Get to know Laurence

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