Meet the people behind your plan.

Introducing our friendly, expert advisers who take the time to understand your goals and ambitions before creating a tailored plan.

image of consulting session in progress (for a hr tech)

Alfie Pardoe

Financial Adviser
•
Shrewsbury
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Alistair McLean

Financial Adviser
•
Leeds
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Ian McLean

Senior Financial Adviser
•
Leeds
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Manny Bains

Financial Adviser
•
Northampton
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Mark Maryan

Financial Adviser
•
Northampton
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Samantha McLean

Financial Planner
•
Leeds
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