Our Financial Planning Team

Financial Planning Director and Financial Adviser

       Helga Baxter

Financial Planning Advisers

Ian Helmore Sam Taylor

Support and Compliance Manager

Joanna Grzybek (2)

 Paraplanners and Client Service Officers

Rhiannon Mossop, Senior Paraplanner

Adam Botheras, Senior Paraplanner

Peter Lagos, Review Paraplanner

Sean Hickey, Review Paraplanner

Jessica Zammit, Client Service Officer

Emily Stock, Client Service Officer

Emily Mercorella, Client Service Officer