
Andrew Kelly
Managing Director and Chartered Financial Planner

John Kelly
Managing Director & Adviser

Andy Griffin
Associate Director and Advisor

Kate Pierce
Chartered Financial Planner

Emma Hughes
Mortgage Advisor

Anne Parker
Mortgage Advisor

Amy Briggs
Paraplanner

Alice Horton
Senior Administrator

Chris Hoole
Trainee Paraplanner

Susan Brassey
Independent Financial Adviser

Rebecca Kelly
Trainee Paraplanner

Sarah Arbon
Trainee Paraplanner - Mortgage Support
Have a complimentary chat with one of our experts!
Get in touch with our team to arrange your initial consultation.
Independent financial advice from Liverpool, serving the North West:
- Liverpool
- Wirral
- West Kirby
- Cheshire, including Chester
- Southport
- Formby
- Crosby
- Warrington
- Knowsley
- Lancashire
We operate throughout the UK. Get in touch with our team to arrange your initial consultation.


