Our Financial Planning Team

Financial Planning Director and Financial Adviser

Helga Baxter

Financial Planning Advisers

Ian Helmore Sam Taylor

Lending Manager                          Client Services Manager

Ros Lenton Joanna Grzybek (2)


 Paraplanners and Client Service Officers

Rhiannon Mossop, Senior Paraplanner

Tim Renfrey, Review Paraplanner

Greeshma Girish, Review Paraplanner

Peter Lagos, Review Paraplanner

Jaymon Brenton, Client Service Officer

Jessica Zammit, Client Service Officer

Sean Hickey, Client Service Officer