t: 07973 762049
t: 07718 910603
t: 07957 833942
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.
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.
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 an interest in Rugby and spends much of his time being ‘Dad’s Taxi’, the latter being a somewhat unprofitable vocation.