Meet the Directors

Paul Heath

Paul is a Chartered Financial Planner and joined the financial services industry in 1995 after several years in the Armed Forces.  He is responsible for compliance, training and research within the company and in his spare time enjoys travel and cooking, works as an examiner for the Chartered Insurance Institute and also has a private pilots licence.

David O'Hara

David is our Financial Controller and Money Laundering Officer and is also a Chartered Financial Planner with over 20 years industry experience.  He oversees all aspects of the company's finances and also deals with marketing, both on a company level and supporting individual adviser projects.  Outside of the office, David has a keen interest in property renovation and has completed several major projects.

Roy Hursey

Roy joined the industry 20 years ago and holds the Diploma in Financial Planning.  Previously a Teacher, he is now responsible for the recruitment and ongoing supervision and assessment of all of our advisors and the liaison with other business owners during their acquisition.  In his spare time Roy is a keen golfer and enjoys family skiing holidays.