Meet The Team
Our experienced, knowledgeable and friendly team are here to provide every client with a personal service, of the highest standard.
We strive to make your life easier by supporting you to protect the things that are important to you and to plan for the future so you can get on with the things in life that you enjoy.
Matthew Tyerman
Managing Director & Business Unit Head of Financial Planning, Investments & PensionsATT DipPFS
Simon Restieaux
Business Unit Head of Mortgages & ProtectionCeMAP CeRER
Richard Taylor
Independent Financial AdviserMBA APFS (Chartered)
Jonathan Cross
Independent Financial PlannerDipPFS
Charlie Blundell
Financial Services AdministratorCF1 CF6
Hatty Lawrence
Independent Mortgage and Protection AdviserCerts CII (MP&ER)
Gary Shipp
Independent Financial AdvisorCeMAP, CeFa, DipFA, CeReR, CertLTCP
Martin Hunt
Independent Financial AdvisorDipFA
Matthew Edwards
Independent Mortgage and Protection AdviserCEMAP