Our success as a business is highly dependent on our people, whom we value greatly. They need to be both expert in their fields and dedicated to providing the highest possible level of service to our clients. An approach that is professional, positive, effective and friendly are pre-requisites to being part of the firm.


Steve Locking DipFA, Adv DipFA, Chartered ALIBF
Managing Director

Christina Skelly APFS, CertPFS (DM)
Partner & Chartered Financial Planner

Kathy Mitchell DipPFS, Cert Cll (MP)
Partner & Financial Planner

Kevin Cartledge
Non-Executive Director

Rachel Stynes
Client Manager

Ben Locking
Client Manager

Heather Roberts

Client Manager

Chloe Teare