Meet our team

Jon Weston BA (Hons) ACII DipPFS CeMap

Managing Director

Independent Financial Advice on wealth creation and management, retirement, investment and estate planning and raising capital for corporate and private clients.

From the initial client meeting, establishing client circumstances and requirements, to researching the market and making full detailed recommendations, following by processing and administering the case to completion, Sally offers a comprehensive and personal service, ensuring that clients feel comfortable throughout the entire process.

Sally Harrison CeMap

Equity Release and Mortgage Adviser

Responsible for providing specialist advice to older clients on releasing equity from their homes, to provide a cash lump sum, income or both.

From the initial client meeting, establishing client circumstances and requirements, to researching the market and making full detailed recommendations, following by processing and administering the case to completion, Sally offers a comprehensive and personal service, ensuring that clients feel comfortable throughout the entire process.

Wayne Francis DipFA CeMAP FISA

Independent Financial Adviser

Responsible for providing Independent Financial Advice to our private and business clients on all aspects of their financial planning.

Wayne works with clients to review their financial objectives, research the market and provide detailed recommendations, working closely with our mortgage adviser and corporate financial planner.

In most cases, Wayne will implement those recommendation on the client’s behalf, selecting suitable products and solutions from the whole of the UK market. Wayne has over six years experience within the UK Financial Services Sector.