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The guides on your financial journey...

About us...

We are award winning chartered financial planners, but we are more than that!

 

We are experts in helping people plan for and live in life after work. Our WealthGPS service is specifically designed to deal with the emotional, behavioural and financial challenges that this presents now and in the future.

 

The technology and planning software we use is specifically set up to give you the confidence, comfort and peace of mind to spend your money and time on what's most important.

 

Our learning and reading is centered around the psychological and financial challenges you face.

Our values:

1.

Openness

2.

To live life

3.

Community at heart

4.

We challenge the norm

5.

World Class

Meet your team...

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Casey Mills

Managing Director & Chartered Financial Planner

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Dan Haylett

Director, Head of Growth & Financial Planner

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Olivia Maynard

Director & Practice Manager

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Samantha Bird

Head of Client Experience Team

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Connor Griffiths

Paraplanner

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Curtis Berry

Client Experience Manager

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Iain Cooper

Client Experience Manager

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Lauren Turner

Client Experience Manager

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