"JB" has been involved in the financial services sector, dealing with investments and acquisitions throughout the UK, Europe and America since 1991.
Having previously worked for large Financial Corporations helping structure effective planning for the creation and protection of personal wealth. He is delighted to have managed his own businesses since 2002 to provide his clients with that all important personal touch.
Ellie has a vast amount of experience in controlling diverse investment portfolios and management of accounts.
She handles the entire life cycle of the client, liaising with regular report updates and reviewing the effectiveness of the Financial Wellness Plan. Her eye for detail and relaxed yet diligent style means she is ideal to provide guidance to our clients for their accounts.