Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Outside of work Nick enjoys helping others and has supported the Openwork Foundation over the last 6 years by completing various cycle challenges and in 2015 along with Ken Bray cycled from the offices in Chobham to Paris raising money for this wonderful cause.
John joined the practice in the summer of 2015 with a goal of helping clients make the most of their money, to lead the best lives they can. John has already helped a number of people make the switch from working to financial independence and looks forward to helping many other people maximise their wealth and enjoy financial independence in the future.
John lives in Chobham with his wife Faye and their daughter Paige. He will be helping clients with their long term planning for many years to come.
Having developed in her role she is now an integral part of the team supporting the Financial Planners with their day to day technical administration. Providing good client outcomes is key and Alison understands the importance of establishing good client relationships and aims to provide an outstanding experience for our clients.
Zoe supports the Financial Planners with their day to day operational duties whilst providing a friendly and professional customer journey throughout.
In her spare time Zoe enjoys socializing with her friends and family, traveling and going to the cinema.
Mobile. 07971 569951
Julia provides technical and research services as well as processing of our clients’ applications. She has an extensive customer service background and takes pride in delivering an efficient, professional and friendly service.
In her spare time Julia likes to spend time with her family, exercise and travel.