Meet the team

Neil Parker
CEO & Pension Transfer Specialist
Scott Day
Chief Operating Officer
Jeay Kinghan
Head of Operations
Leigh-Anne Basaraba
Head of Marketing
Eva Firth
Paraplanning Manager
Oliver Walls
Trainee Paraplanner
Connor Hewitt
Trainee Paraplanner
Paul Dowling
Senior Paraplanner
Sam Linley
Trainee Paraplanner
Christopher Diboll
Trainee Paraplanner
Kristina Bell
U&I Client Services Co-ordinator
Bethany Mcghee
Client Administrator
Jasmine Peter
Client Administrator
Aaron Turley
Client Administrator
Kelly Warwick
Client Engagement Team Member
Leanne Rogers
Client Engagement Team Member
Stuart Robinson
Advice and Training & Competence Supervisor
Essam Ahmad
IT Manager
Richard Carter
Management Accountant
Georgia Hearfield
Financial Planner
Chris Leadbeater
Financial Planner
Sue Lidster
Protect Administrator
Oliver McCartney
Estate Planning Specialist
Leigh-Anne Basaraba
Head of Marketing
Peter Chadwick
Media & Marketing Manager
Isobel Moore
Content Creator Apprentice

Talk To The Experts

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Real Advice, For Real People

We'll show you:

  • Meet The TeamWhen you can afford to retire
  • Meet The TeamHow much money you'll need in retirement
  • Meet The TeamHow to make the most of your pensions and other assets to fund your lifestyle

4.9 out of 5 stars on VouchedFor

Meet The Team

"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing"

Mr. W