Meet the Team

Craig Palfrey

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Craig Palfrey

Certified Financial Planner

Oliver Pughe

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Oliver Pughe

Financial Planner

Gavin Baos

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Gavin Baos

Financial Planner

Mike Carberry

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Mike Carberry

Financial Planner

Liza Clarke

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Liza Clarke

Business Manager

Lisa Rendell

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Lisa Rendell

Technical Manager

Rhianydd Summerhayes

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Rhianydd Summerhayes

Client Relationship Manager

Thomas Davies

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Thomas Davies

Financial Adviser

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Michael White

Mortgage Adviser

Matthew Shanaham

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Matthew Shanahan

Technical Assistant

Solving problems for clients

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Nathan Cardy

Technical Assistant

David Smith

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David Smith

Technical Assistant

Kate Wellock

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Kate Wellock

Client Relationship Assistant

Ashley Evans

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Ashley Evans

Brand Coordinator

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Lucia Ford

Business Assistant

Cath Carberry

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Cath Carberry

PA to Mike Carberry

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2 Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN
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Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE

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