Ellis Burgwine-Jones
Financial Researcher I have recently graduated from the university of Sheffield Hallam with a BSc(hons) in Economics & FInance. My future goals include achieving my regulated financial advise certificate and progressing down the career path to becoming a financial adviser. In my spare time I enjoy taking care of my physical health by going to […]
Anthony Brown
Administrator – Client Appointments Anthony joined us in early 2024 after moving to the area with his young family, who keep him very busy outside of work. Anthony’s main responsibility is managing the adviser’s diaries, so you will probably speak to him when you book an appointment with us.
Joseph Haselgrove
Paraplanner After completing an Advanced Diploma in Business Management, Joseph started work in the recruitment sector before deciding to pursue a career in financial services and joining us as a Financial Administrator. A strong communicator used to working under pressure and to tight deadlines, Joseph achieved his goal of completing his Diploma in Regulated Financial […]
Aneta Pasik
Financial Researcher Aneta joined our team as a Financial Researcher, bringing with her nine years of industry experience. She holds a degree in Finance Investment and Risk from Glasgow Caledonian University, providing a strong academic foundation for her analytical work and research insight. Based on Scotland’s west coast, Aneta enjoys making the most of the […]
Clare Johnson-Smith
Financial Researcher Clare joined the team in February 2020 as an Administrator from a large wealth management company. An efficient organiser, she now plays a vital role within our Research Team, specialising in the preparation of annual review reports, file checking and ensuring that client records are accurate and up to date. Clare also supports […]
Lisa Sheridan
Financial Researcher Lisa started a career in financial services 21 years ago, including some time spent in Australia. After several years raising a family during which she set up her own highly successful childminding business, Lisa returned to the sector as a Financial Administrator in 2021 and now specialises in the preparation of Reports for […]
Ellie Muir
Senior Paraplanner CertPFA, DipFA With nine years of experience in the financial services industry, Ellie brings a well-rounded and practical perspective to our Research Team, supporting our Financial Advisers with insight and expertise. As a Senior Paraplanner, she has responsibility for managing the team workload to ensure timely delivery and act as a technical point […]
William Cavalec
Financial Researcher William joined us in January 2026 on a university work placement scheme and has since become part of the full-time team. He studied Global Management at a university in Toulouse, France, and also completed an Erasmus year in Budapest. He aims to achieve his diploma in regulated financial planning. In his spare time, […]
Natasha Sedge
Independent Financial Adviser, Head of Paraplanning & Administration BA Hons DipPFS Natasha is a fully qualified Independent Financial Adviser and also heads up our Research and Paraplanning Team. Having joined the firm in 2015 after working for two years with a pension provider, Natasha worked her way up the ranks building and developing her existing […]
