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

Chartered Wealth Manager

Daniel Payne APFS

Chartered Financial Planner

Amy Urquhart FPFS

Compliance & Operations Manager

Theresa Davison

Administration Manager

Molly Warren DipPFS

Paraplanning Manager

Adam Brierley-Lewis


Amy Metcalf



Wellbeing Officer