Financial Adviser

Ryan joined us after gaining valuable administrative experience in a large financial services company in Bristol. He is DipPFS qualified with first time passes and is now working towards his Chartered Financial Planner qualification. 

Ryan has a BA In Business Studies from Bristol UWE.

Robin Keyte

Robin Keyte

Chartered Financial Planner, CFPTM & Certified to ISO 22222

 

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Ben Smith

Ben Smith

Chartered Financial Planner & CFPTM

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Duncan Shaw

Duncan Shaun

Chartered Financial Planner

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Andrew Haste

Andrew Haste

Chartered Financial Planner

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Ryan Mason

Ryan Mason

Financial Adviser

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Finbarr O Mahony

Finbarr O Mahony

Financial Adviser

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Emily Jones

Emily Jones

Paraplanner

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Keith Grimsted

Keith Grimsted

Client and Administration Support

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Alex Dyer

Alex Dyer

Research and Client Reporting

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Gary James

Gary James

Client Reporting

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Jacqueline Hampton

Jacqui Hampton

Client Support

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