Our team

The right team makes all the difference. Meet the people who work together to turn your financial goals into a reality.

Matthew Brooks

Founding Partner and Chartered Financial Planner

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Gary Cooke

Founding Partner and Independent Financial Adviser

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Christopher Ireland

Founding Partner and Independent Financial Adviser

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Ben Lancaster

Partner and Chartered Financial Planner

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Graham Russell

Founding Partner and Chartered Financial Planner

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Sarah Byrne

Senior Business Coordinator

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Gemma Streeter

Business Coordinator

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The latest insights

Explore our blog, filled with tips and strategies to help you make smarter financial decisions.

22 Jun 2026

Guide: Your guide to planning for later-life care

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22 Jun 2026

How to continue embracing adventure in retirement

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22 Jun 2026

Revealed: The hidden benefits of long-term financial planning

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22 Jun 2026

Why you could benefit from reviewing your financial habits as you transition into retirement

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19 May 2026

Guide: How to plan for a 100-year life

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19 May 2026

10 fascinating and unusual museums in the UK

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View more insights

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