Our Bristol Based Team

Ashton Chritchlow CFP™

Managing Director
Chartered Wealth Manager

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Gethin Richards

Financial Planner

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Max Tennant

Chairman
Chartered MCSI

Richard Bryant

Chartered Financial Planner

More about Richard

Jamie Jacobs CFP™

Director
Chartered Wealth Manager

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Kattrina Strothmann

Financial Planner

Cathy Nicholson-Walker

Technical Specialist

Gregor Bell

IFA Administrator

Tamzin Howard

Company Secretary

Tim Hale

Investment Committee

George Ladds

Strategic Consultant

Professional Partners

Albion Consulting

Investment Committee

CATS

Compliance & Training

Money Wise UK

Strategic Consultancy