Meet the team



Independent Financial Advisers


Wayne, our managing director, and our national team of independent financial advisers.

They’re here to help you so, if you’d like to discuss your financial situation, in complete confidence, please call them or send them an email and they’ll call you.


Wayne Griffiths

DipPFS, Cert SMP, Certs CII (MP & ER)


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Call me on 07880 200 189
Reviews and Ratings for Financial adviser Wayne Griffiths, Croydon

Paul Keeley

DipPFS, Certs CII (MP & ER)


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Call me on 07867 523 507
Reviews and Ratings for Financial adviser Paul Keeley, Sutton

Andrew Lee

DipPFS, Cert CII (MP)


andrew-bwAndrew-Lee
Call me on 07584 024 766
Reviews and Ratings for Financial adviser Andrew Lee, Guildford

Christine Tucker

DipPFS, Cert SMP, Certs CII (MP & ER)


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Call me on 07585 958 949
Reviews and Ratings for Financial adviser Christine Tucker, Croydon

Daniel Karim

BA (Hons) Financial Services, DipPFS, DipCII, Cert CII (MP)

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Call me on 07717 740 442
Reviews and Ratings for Financial adviser Daniel Karim, Tonbridge

Amit Mittal

DipPFS, Cert CII (MP)


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Call me on 07702 570 828
Reviews and Ratings for Financial adviser Amit Mittal, Harrow

Stephen McMahon

DipPFS, Certs CII (MP & ER)


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Call me on 07713 468 864
Reviews and Ratings for Financial adviser Stephen McMahon, Motherwell

Douglas Low

MCIBS, MP (ER), CeFA


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Call me on 07860 241 171
Reviews and Ratings for Financial adviser Douglas Low, Motherwell

Anil Malik

MBA, CertPFS, CeMAP


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Call me on 07711 802 303
Reviews and Ratings for Financial adviser Anil Malik, London

Operations Team


Danielle, our operations director, and our team of administration and support staff.

If you’ve a general enquiry or need a financial adviser and would like to know who would best suit your location and situation, please call and they’ll help you.