Fellow of the PFS

Congratulations to our Director of Financial Planning Huw Roberts, who was recently awarded and received a Fellowship of the PFS at the graduation ceremony at Merchant Taylor’s Hall, Threadneedle Street, London

Our Latest team member

We are delighted to announce that Ella Brindley has joined the team having recently graduated in Accountancy from Cardiff University.  She is a member of the PFS and CISI and will be an Assistant Financial Planner.  We hope that she will become a Chartered Financial Planner in the near future.