Meet the Team

You deserve a higher standard of professional advice. As Chartered financial planners, we’re committed to delivering that. Discover more about our team and why the north-west is at the heart of what we do.

Matthew Annetts

Assistant Accountant

Michelle Barlow

Client Manager

Chelsea Borrow

Compliance Assistant

Alex Bothwell

Strategy, Risk, and Operations Director

Meet Alex

Kate Bowley

Client Manager

Richard Brocklehurst

Director and Financial Planner

Meet Richard

Stephen Bullock

Data and MI Manager

Meet Stephen

Luke Burman

Client Manager

Nathan Chan

Senior Investment Analyst - Astute Investment Management

Neil Coleman

Director and Financial Planner

Meet Neil

Jessica Creasey

Communications & IT Support Assistant

Nicola Davey

Client Manager Support

Accreditations and Awards

Our accreditations reflect what we care about most: doing right by you. They’re a sign of our commitment to high standards, trusted service, and the professionalism you can expect.

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Accreditations and Awards

Giving Back

Giving something back to people and communities that need it is part of who we are. From fundraising to volunteering, we’re proud to support causes close to our hearts and make a difference where it really counts.

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Giving Back

FAQs

Financial planning can feel needlessly complex. Our FAQs address common queries about our services, fees, and processes to help you feel informed every step of the way.

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FAQs

Insights

The better you understand the world of finance, the easier you’ll find it to make sound financial decisions. Get all the latest news, views, commentary, and analysis here.

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Risk You Can Control, Uncertainty You Can’t. Why We’ve De-Risked

In our latest Quarterly Market Update, Hannah Kennedy speaks with Dr Scott Osborne about the major global macroeconomic events that have shaped recent months, from shifting trade relationships and interest rate changes to geopolitical pressures.

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15th August 2025

Risk You Can Control, Uncertainty You Can’t. Why We’ve De-Risked

The Retirement Trade-off That No-one Talks About

Planning how to pay for care – a topic full of uncertainty. Will you spend all of your life savings just to get sub-par care and accommodation? Or, will you find yourself with just enough to afford the care you’d really want in later life?

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31st July 2025

The Retirement Trade-off That No-one Talks About

Your stories

Our clients mean everything to us, and we’re delighted some of them have shared their stories for all to see. Discover why they’re happy to recommend us to others.

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Mike and Lesley

"Life after selling the business"

Simon and Cathal

"More time for what matters"

Sue and Neal

"Retired and thriving"