About Us

Areas of Advice

Retirement Planning   |   Investment Advice   |   Pensions   |
  Mortgage   |   Insurance

Ed is an experienced financial services professional with a decade of diverse experience. He excels as an adviser support manager and paraplanner, delivering positive outcomes for clients. Ed is passionate about guiding individuals, empowering them with financial understanding and effective planning. He holds qualifications in Financial Planning (DipFA) and Mortgage Advice & Practice (CeMAP). Outside of work he enjoys outdoor adventures with his family and has shifted from semi-professional rugby to golf.

Michaela specialises in complex tax problems and finding solutions for clients, having over 20 years experience in taxation. Michaela qualified in Dublin in Financial Planning in 2014 and is currently studying a Bachelor of Laws (LLB).

Michaela does not provide financial advice to clients but supports our staff to provide an excellent standard of service at all times, ensuring that we deliver the complete package to all of our clients.

In her spare time she likes to go running outdoors and beach combing with her black Labrador.

Wendy has extensive experience in the financial services industry, building close relationships and supporting clients for more than 30 years. Wendy supports our team, with clients always at the centre of everything.

She has a very personal approach, a good listener and cares about people. Feels most satisfied when solutions are found and a plan comes together. On a personal note she was the singer in a folk band, an avid reader and loves cooking and creating meals for her family and friends. Oh and she likes wine, jokingly thinks of herself as a bit of a connoisseur having fun pairing wines with food.

Peter is currently studying for Certificate in Mortgage Advice and Practice (CeMAP). He was featured as one of only 6 participants on AXA’s Broker Apprentice series in 2017, a twist on the BBC’s The Apprentice.  

Peter’s talents include creating tasty gluten free treats and vegan cakes. He has a great understanding and interest in nutrition and health.

Luca completed the Diploma in Financial Advice (DipFA) shortly after the pandemic. He has a strong background in property investment and development and worked for Rolls Royce in Project Management. He does not provide advice but uses his commercial background to help coordinate the delivery of our services to meet our clients’ needs.

Luca recently ran the London Marathon and successfully met his fundraising target. Italy is his holiday destination of choice as he enjoys reconnecting with his Italian heritage.

Helen is a numbers enthusiast with a strong passion for education. Having started as a numeracy teacher, she then took on roles at an accountancy business and a wealth management firm in Cardiff. Now, while raising her three young children, Helen hopes to contribute her knowledge and skills to the team and is passionate about helping people achieve their financial goals. In her free time, Helen enjoys cycling, yoga and exploring Swansea's beautiful beaches.