Our Consultants

Wayne Neville General Manager

Wayne Neville

General Manager/Executive Consultant

Email Wayne Neville

Matt Hodges Financial PLanner Chartered

Matt Hodges

Financial Planner Chartered ALIBF

Email Matt Hodges

Andrew Jamieson Chartered Financial Planner

Andrew Jamieson

Chartered Financial Planner

Email Andrew Jamieson

Mark King Executive Consultant

Mark King

Executive Consultant Dip PFS CCBI

Email Mark King

Owen Tucker Chartered Financial Planner

Owen Tucker

Chartered Financial Planner

Email Owen Tucker

Susie Watkins Branch Co-ordinator

Susie Watkins

PA/Branch Co-ordinator (Cheltenham)

Email Susie Watkins

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News & Views

August 19, 2026

Why Diversification Still Matters in 2026

Diversification remains one of the most important principles of long term investing — even in a world dominated by AI, technology and fast moving global markets. Here’s why spreading your...
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