Your independent financial adviser.

Whether your questions are simple or complex, the important part of your journey is to find what product suits you and what kind investment is best for you; it could be you want to build capital or take an income. Ultimately, our experienced specialists and dedicated support team will put you at ease and take the worry and stress out of financial planning.

Meet Michael Barney

Managing Director & Partner

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Meet Marzena Dziewulska

Director & Partner

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Meet Bronagh Martin

Compliance Manager

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Meet David Troy

Senior Wealth Manager

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Meet John Ramsay

Senior Financial Adviser

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Meet Sean Copp

Operations Manager

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Meet Katie Lloyd

Marketing and Customer Services

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