Meet the team

John Westwood
Managing Director/International Financial Planning Adviser
Specialism: International Investment & Retirement Planning/Taxation Advice
Area Covered: Gibralter & France
To email John Westwood click here.

Paula Smith
Group Administration Director/ Mortgage Adviser
Specialism: Mortgages/Equity Release - 20 Years Experience
Area Covered: United Kingdom
To email Paula Smith click here.

Mike Palmer
Group Compliance Director
Specialism: Chartered Financial Planning Adviser
Area Covered: United Kingdom
To email Mike Palmer click here.

John Barton
Financial Planning Adviser
Specialism: Investment and Retirement Planning, Long Term Care & Equity Release
Area Covered: United Kingdom
To email John Barton click here.

Joanna Lake
Mortgage Adviser/Company Administrator
Specialism: Residential Mortgages
Area Covered: United Kingdom
To email Joanna Lake click here.

Andrew Hammond
Financial Planning Adviser
Specialism: Holistic Financial Planning Adviser
Area Covered: United Kingdom
To email Andrew Hammond click here.

Bruce Dundas
Financial Planning Adviser
Specialism: Investment Planning/Middle East
Area Covered: United Kingdom & Middle East
To email Bruce Dundas click here.

Carole Jackson
Financial Planning Adviser
Specialism: Financial Planning/Tax & Investment Advice
Area Covered: UK
To email Carole Jackson click here.