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.
Daniel Karim
BA (Hons) Financial Services, DipPFS, DipCII, Cert CII (MP)
Independent Financial Adviser
Call me on 07717 740 442
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.
