We’re immensely proud of our team of financial advisers and support staff.

Each member of our team has a different background in the financial services industry and unique skillsets, all with a shared passion of helping our clients achieve their financial goals. Simply click on the boxes below to find out more.

Henry Metcalf FCSI, PCIAM

Founder and Chartered Wealth Manager

Simon-Luc Farrow DipPFS

Financial Planner

Amy Park FPFS

Compliance & Operations Manager

Molly Warren DipPFS

Paraplanning Manager

Theresa Davison

Administration Manager

Adam Brierley-Lewis

Administrator

Amy Metcalf

Administrator

Sophia Warner

Administrator

Holly

Wellbeing Officer
Menu