You are here:

Our people

It’s not all about qualifications and experience but that’s a good base to start from. Whoever you work with you’ll find a dedicated professional keen to apply their knowledge to help you live the life you want to live.

All management team members

Dawn Bassett

General Insurance Manager

Bruce Bulgin

Chartered Financial Planner Partner

Martyn Griggs

Joint Managing Partner

Luan Mahoney

Head of Operations Partner

Tina Maraiova

Financial Planning Team Manager

Business Resources and HR Manager

David Thomas

Joint Managing Partner

Charlotte Walker

Deputy Paraplanning Manager