Meet the Team

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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

Employee Benefit Specialist

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Paul Diment

Chartered Financial Planner

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Michael White

Mortgage Adviser

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

Business Integrator

Thomas Davies

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Thomas Davies

Financial Adviser

Matthew Shanaham

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Matthew Shanahan

Technical Assistant

Solving problems for clients

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Nathan Cardy

Technical Assistant

Ashley Evans

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Ashley Evans

Marketing Communications Coordinator

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Oliver Simmonds

Technical Assistant

David Smith

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David Smith

Technical Assistant

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Lucia Ford

Client Relationship Assistant

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Ruby

Client Relationship Assistant

Cath Carberry

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Cath Carberry

PA to Mike Carberry

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Vivek Koya

Technical Support

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Hetvi Shah

Technical Support

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Cardiff, CF10 4LN
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5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE
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County Chambers, Warren Street,
Tenby, Pembrokeshire,
SA70 7JS

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