Meet The Team
Our experienced, knowledgeable and friendly team are here to provide every client with a personal service, of the highest standard.
We strive to make your life easier by supporting you to protect the things that are important to you and to plan for the future so you can get on with the things in life that you enjoy.

Georgina Foster
Managing Director
Jonathan Cross
Independent Financial PlannerDipPFS

Michael McDermott
Independent Financial PlannerAdv DipFA Chartered ALFBF

Matthew Edwards
Independent Protection AdviserCEMAP

Kris Barclay
Independent Financial PlannerCII Level 4 Diploma in Regulated Financial Planning

Benjamin Beck
Independent Financial PlannerDipPFS, Cert CII (MP)

Lucy House
Advisory Support & New Business Coordinator