Meet the team



Our team of advisers


Wayne, our managing director, and our team of 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)
Independent Financial Adviser


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

Paul Keeley


DipPFS, Cert SMP, Certs CII (MP & ER)
Independent Financial Adviser


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

Andrew Lee


DipPFS, Cert SMP, Certs CII (MP & ER)
Independent Financial Adviser


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

Christine Tucker


DipPFS, Cert SMP, Certs CII (MP & ER)
Independent Financial Adviser


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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)
Independent Financial Adviser

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

Stephen McMahon


DipPFS, Certs CII (MP & ER)
Independent Financial Adviser


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Call me on 07713 468 684
Reviews and Ratings for Financial adviser Stephen McMahon, Motherwell

Anil Malik


MBA, CertPFS, CeMAP
Independent Financial Adviser


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

Paul Newman


HND Business and Finance, CeMap
Independent Mortgage and Protection Adviser

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Call me on 07852 297 033
Reviews and Ratings for Financial adviser Paul Newman, Kingston-upon-Thames

Jyoti Chana


CeMAP, CeRER
Independent Mortgage and Protection Adviser

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Call me on 07547 795 236

Louise Selvage


DipPFS, Certs CII (MP & ER)
Independent Mortgage and Protection Adviser


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Call me on 07734 776 932
Reviews and Ratings for Financial adviser Louise Selvage, Chelmsford

Julie Berrill


DipPFS
Independent Financial Adviser


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Call me on 07760 254 789
Reviews and Ratings for Financial adviser Julie Berrill, London

Craig Trainor


DipFA
Independent Financial Adviser


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Call me on 07921 677 460
Reviews and Ratings for Financial adviser Craig Trainor, Kilmarnock

Pravin Varsani


CeMAP
Independent Mortgage and Protection Adviser


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Call me on 07957 423 542
Reviews and Ratings for Financial adviser Pravin Varsani, Harrow

Nick James


BA (Hons), DipPFS
Independent Financial Adviser


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Call me on 07393 282 686
Reviews and Ratings for Financial adviser Nick James, Redhill

Jagroop Purewal


MSc, BSc (Hons), DipPFS, Cert CII (MP)
Independent Financial Adviser


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Saroop Purewal


MA (Oxon), ACA, DipPFS, Cert CII (MP)
Independent Financial Adviser


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Call me on 07768 147 107

Andrew Conway


BA (Hons), DipPFS, Certs CII (MP & ER)
Independent Financial Adviser


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Call me on 07722 012 702

Reviews and Ratings for Financial adviser Andrew Conway, Glasgow

Carol Munro


CeMap, DipPFS, Certs CII (MP & ER)
Independent Financial Adviser


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Call me on 07967 580 877

Ross McDonagh


CeMAP
Independent Mortgage and Protection Adviser


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Call me on 07988 988 341

Daniel Barnes



DipPFS
Head of Private Clients


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Call me on 07801 993 244

Christopher Wall



DipPFS, Cert SMP
Independent Financial Adviser


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Call me on 07950 785 803