Meet your team
Let our experience in financial planning power your wealth. Our team is passionate about solving problems and creating solutions that enable you to achieve your goals.
The individuals shaping your future
Henry Elliston
Chartered Financial Planner
Having worked in the financial services profession for more than 15 years, Henry helps people to achieve their financial goals.
Simon White
Paraplanner & Client Relationship Manager
Simon deals with any client queries, liaises with providers and collates information for analysis and plan construction.
Mary Elliston
Office Manager & Marketing
Mary keeps the business organised and running smoothly, and is a general sounding board for the rest of the team.
Follow our lead
You can leave the task of planning your finances to us; there’s no need to worry about doing it on your own. We’d much rather you spent time thinking about your bucket list goals and enjoying life to the fullest.
We believe that a high-quality, personalised service is non-negotiable. Our dedicated team care about you, which is why we pride ourselves on consistently delivering top-grade financial planning advice to all our clients, no matter what stage in life they are at.
Let’s start a conversation about your future ambitions
There’s never been a better time to begin planning your financial future. Fill in the form to share more details about who you are and how you’d like us to help you.
