Nice to meet you!
We believe that good relationships are the foundation of good advice. So, before we get to know you better, here’s a bit more about us…
Daren Wallbank FPFS, Chartered Financial Planner
Founder and lead adviser
Natalie Zarb
Head of Operations
Debra Blundell
Head of Marketing
Jon Thompson FPFS
Chartered Financial Planner
William Busby DipFA, CEMAP
Financial and Mortgage Adviser
Arti Soards
Business Development Manager
Sarah Oliver
Paraplanner
Elaine Regan
Customer Care
Ceri Thomas
Administrator
Amy Moore
Office assistant
Rakibul Islam
Mortgage Apprentice
Cristina Steward
Client Review Manager
Lorraine Hume-Almeida
Accounts (part time)
