Our Financial Planning Team

Financial Planning Director and Financial Adviser

       Helga Baxter

Financial Planning Advisers

Ian Helmore Sam Taylor

Financial Planning Operations Support and Compliance Manager

Joanna Grzybek (2)

 Paraplanners and Client Service Officers

Rhiannon Mossop, Senior Paraplanner

Adam Botheras, Senior Paraplanner

Peter Lagos, Paraplanner

Nicole Eddy, Paraplanner

Jessica Zammit, Client Service Officer

Emily Skeldon, Client Service Officer

Jacinta Schokman, Client Service Officer