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

News Feed

4/5/2026

Trump says US to 'guide' stranded ships through Strait of Hormuz

More than 100 aircraft and 15,000 personnel will be part of the operation due to start on Monday, the US military says.

News & Views

April 28, 2026

Can you afford to live to 100? How to make your retirement income last

With more people living into their 90s and beyond, could your pension last? Discover how to plan a retirement income that stands the test of time.
Read more