OUR ADVISERS
Alistair McLean
Alistair is based in our Leeds office. Alistair is a financial adviser with a passion for helping people achieve their ambition for a fulfilling life in the present and to secure their financial future. Alistair has developed a comprehensive, goals centred approach to financial planning, focusing on individual needs and circumstances to help clients make important financial decisions with confidence. Outside of work Alistair enjoys spending down time with friends and family.
Alfie Pardoe
Alfie oversees operations at our Shrewsbury office. Alfie uses his extensive financial acumen to provide comprehensive wealth-building strategies for our clients. His approach to financial planning is characterised by a holistic perspective, emphasising long term strategies that integrate investment, pension and insurance solutions. For Alfie, discipline is fundamental to achieving sustained financial success. He applies this principle in guiding clients towards their financial objectives.
Samantha McLean
Samantha is a Financial Planner who works with professionals across a range of sectors. Known for her calm, strategic approach and attention to detail, Sam creates bespoke financial plans that reflect each client’s unique goals, needs, and values. Her work spans the full spectrum of financial planning —-from building and preserving wealth to retirement planning and insurance - with a focus on long-term, holistic outcomes. Sam simplifies complex decisions and provides a clear, reassuring sense of control. She builds lasting relationships based on trust, discretion, and exceptional service.
IAN MCLEAN
Ian oversees operations at our Leeds office. Ian has worked in the financial services industry since January 1982 and heads up our Yorkshire team based in Ilkley. He looks after professionals and business people over a variety of industries. Ian is renowned for his no nonsense approach to getting things done.
Mark Maryan
Mark oversees operations at our Northampton Office.Mark has over 35 years experience in the Financial Services sector and is a General Practitioner giving solid sound advice to Business owners Individuals and Families.