WE'RE A GROUP OF SUPER-NICE PEOPLE WHO KNOW A LOT ABOUT FINANCE
HELPING YOU GROW YOUR NET WEALTH
Meet the team
Our team is the business. So let’s get the introductions underway.
Matthew Mills
Managing Director
Oliver Hall
Director
Matthew Hill
Director
Michael White
Senior Adviser
The Specialists
They keep things ticking along smoothly ensuring success every step of the way.
Elizabeth Russell
Associate Adviser
Olivia Terrell
Compliance Manager
Lexi Mitchell
Compliance Manager
Ellie Martin
Planning Manager
The Support Crew
When you need advice, analysis or planning expertise, our specialists deliver with pinpoint accuracy.
Mark Thompson
Wealth Management Advisor
Lexi Mitchell
Wealth Management Advisor
James Howells
Wealth Management Advisor
Martin Webster
Wealth Management Advisor
Kim Jones
Wealth Management Advisor
The Investment Committee
They live and breathe investments. Our Committee includes Pro Visionary Board of Directors and other esteemed consultants.
Franklin Kingsley
Jackson Baxter
Alexander Danvers
Steven Prideaux
Client Investment Liaison Officer