About Us

Learn more about our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Richard Liddiard Dip PFS

Principal, Financial Adviser

Richard started his financial career in 1988 as a trainee adviser in an independent firm in Winchester.  By 1992 he had joined the sales force of a large ...

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Tim Madge APFS BSc (Hons)

Chartered Financial Adviser

Tim began his career in financial services when he graduated from university in 1999. His first employment role was as a Trainee Consultant for Scottish Life, which ...

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Rachel Jones FPFS BSc (Hons)

Chartered Financial Adviser

Rachel began her career in Financial Services back in 2000 within the pensions industry at James Hay.  After completing her BSc Hons Business degree at ...

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Jonathan Havard Dip PFS

Financial Adviser

Jonathan is a widely experienced financial advisor who has worked in the industry since leaving university and moving to Bournemouth in 1991. Despite having ...

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Michelle Lambell FPFS, Chartered FCSI

Chartered Financial Adviser

Michelle started her career in financial services in 1999 with Capel Cure Sharp (latterly Gerrard and Barclays Wealth) as an Assistant Investment Manager. Michelle completed her ...

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Mel Mullender Dip PFS

Financial Adviser

Mel has been in Financial Services since 1998, starting her career at the age of 21, when she worked for Standard Life Bank when they first launched into the ...

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Charles Pasamar Dip PFS

Financial Adviser

Charles became a financial advisor in 1993 having previously worked for American Express and the late philanthropist Sir John Templeton. His clients, many of ...

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Paul Higham Dip PFS

Financial Adviser

Paul started his career in financial services in 2002 after completing his degree in Business Management. Paul’s first financial adviser role was with ...

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Jamie Sturgess Dip FA CeMap CeRER

Financial Adviser

Jamie has been in the financial industry since the early 1990s and having worked in various roles within NatWest, he then joined a Top 10 mortgage lender as ...

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Dan Joyce Dip FA CeMap CeRER

Financial Adviser

With weekends (and the occasional Friday afternoon!) full of walking the dog, entertaining two young children, terrible golf and Sunday lunches, Dan spends the ...

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Karen Thornley Dip PFS

Later Life Specialist

Karen has been an Independent Financial Adviser since the early 90s, and advises on Investments, generating tax efficient income in ...

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Ray Liddiard CeMAP

Mortgage and Protection Adviser

After spending 10 years working in the technology sector managing projects for companies such as Porsche, Audi, The Red Cross, Hiscox, and ...

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Chris Batten CeMAP CeRER

Mortgage and Protection Adviser

Chris’ career as a broker began in the early 1980s.  He now specialises in all types of Residential and Buy-To-Let Finance as well as ...

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Rachael Payne CeMAP

Mortgage and Protection Adviser

Rachael started her Financial Services career in 2018 as a Business Development Manager for one of UK’s largest insurers, LV, during which time she gained ...

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Sylwia Orchard CeMAP

Mortgage and Protection Adviser

Sylwia has been a mortgage broker since 2018 and is passionate about helping first time buyers, home movers as well as portfolio landlords to achieve ...

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Jo Wilmott

Commercial Lending Specialist

Jo started her career in the banking industry and for 33 years worked in various areas of Business Banking for RBS/Natwest.  These roles included ...

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