Meet Our Team
People behind the planning
A team combining experience, expertise and a genuine understanding of the lives we help plan for.
Glenys Davies
Associate Director
Danielle Feltham
Associate Director, Financial Adviser & Pension Transfer Specialist
Min Conant
Associate Director & Finance Manager
Damon George
Administration Manager
Sara Pollinger
Financial Administrator
Radha Gajjar
Paraplanner
Nirali Mehta
Financial Administrator / Trainee Paraplanner
Jeff Bowman
International Tax Consultant