Meet the Team
Every member of our team is dedicated to delivering financial peace of mind and a friendly, personalised service. Straight-talking, no nonsense, no jargon advice.
Tim O’Loughlin
DipFA PeTRAdvising Principal
Ben Wilson
DipFAFinancial Planner
Kieran O’Connor
DipFAFinancial Planner
Thomas Williams
DipPFSFinancial Planner
Hannah Lake
DipPFSFinancial Planner
Jo Davidson
Operations Manager
Chloe Smith
DipFAParaplanner
Ruby Josham
DipPFSParaplanner
Bec Church
Practice Support Specialist
Bethan Thomson
Practice Support Specialist
Sarah Farmer
Practice Support Specialist
Michelle Hadley
Personal Assistant to Tim O’Loughlin
Kaz Green
Practice Support Specialist
Ryan Saunders
Practice Support Specialist