Meet the Team

We are extremely proud of the team that we have assembled.

Over the last decade we have set out to build a highly qualified and talented advice team, supported by a multi-skilled administrative function.

We foster an ambitious and proactive culture, where we encourage each other to take ownership, collaborate, be curious and creative, whilst being focused on achieving great client outcomes.

All our advisers are members of the Chartered Insurance Institute (CII) and undertake a structured programme of continuing professional development (CPD) activity to ensure their skills and knowledge are up-to-date.

We also encourage all our business support team to become professionally qualified, providing a pool of talent from which we can draw future trainee advisers.

Our Team

nicola rogan

Nicola Rogan MBA FPFS ACII
Director & Chartered Financial Planner

peter rogan

Peter Rogan MBA FPFS
Director & Chartered Financial Planner

ian kells

Ian Kells ACII DipPFS
Chartered Financial Planner

lindsey thornes

Lindsey Thornes DipPFS
Financial Planner

aidan bennett

Aidan Bennett DipPFS
Financial Planner

rob edwards

George McCallum DipPFS
Adviser Support Executive

dane hunt

Dane Hunt DipPFS
Adviser Support Executive

sami beck

Sami Beck DipPFS
Adviser Support Executive

george mccallum

Rob Edwards
Adviser Support Administrator