OUR ADVISERS
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.
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.