Our Bristol Based Team

Max Tennant

Chairman
Chartered MCSI

Gethin Richards

Financial Planner

Ashton Chritchlow CFP™

Managing Director
Chartered Wealth Manager

Richard Bryant

Chartered Financial Planner

Jamie Jacobs CFP™

Director
Chartered Wealth Manager

Kattrina Strothmann

Financial Planner

Cathy Nicholson-Walker

Technical Specialist

Gregor Bell

IFA Administrator

Tamzin Howard

Accounts

George Ladds

Strategic Consultant

 
 
 

Professional Partners

Albion Consulting

Investment Committee

CATS

Compliance & Training

Money Wise UK

Strategic Consultancy