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26th June 2026
ISAs Under Attack
Chester office 01244 660 793 Liverpool office 0151 236 9507 Knutsford office 01565 621 211

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.

Jonathan Adeniran
Client Manager
Jonathan Adeniran
Client Manager
Matthew Annetts
Assistant Accountant
Matthew Annetts
Assistant Accountant
Jesse Ball
Client Manager
Jesse Ball
Client Manager
Michelle Barlow
Client Manager
Michelle Barlow
Client Manager
Chelsea Borrow
Compliance Assistant
Chelsea Borrow
Compliance Assistant
Alex Bothwell
Strategy, Risk, and Operations Director
Meet Alex
Alex Bothwell
Strategy, Risk, and Operations Director
Meet Alex
Kate Bowley
Client Manager
Kate Bowley
Client Manager
Richard Brocklehurst
Director and Financial Planner
Meet Richard
Richard Brocklehurst
Director and Financial Planner
Meet Richard
Stephen Bullock
Data and MI Manager
Meet Stephen
Stephen Bullock
Data and MI Manager
Meet Stephen
Louise Burton
Client Manager Support
Louise Burton
Client Manager Support
Nathan Chan
Senior Investment Analyst - Astute Investment Management
Meet Nathan
Nathan Chan
Senior Investment Analyst - Astute Investment Management
Meet Nathan
Neil Coleman
Director and Financial Planner
Meet Neil
Neil Coleman
Director and Financial Planner
Meet Neil
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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ISAs Under Attack

For the first time since their introduction back in 1999, some of the money you hold in an ISA could become subject to tax. we break down the changes in more detail and assess their impact, but more importantly, look at why ISAs will remain a valuable piece of the Financial Planning puzzle.
Iran & Inflation – Strait Talking

In our latest Quarterly Market Update, Paul Kelly speaks with Dr Scott Osborne about the ongoing conflict in Iran, and its possible impacts, as well as looking at inflation; they also provide clients with a clear understanding of how the funds are currently positioned.
Gifting Your Home To Avoid IHT – A Costly Mistake?

‘If my house is going to be subject to Inheritance Tax anyway, why not gift it to my children now and take it out of the estate?’ This is one of the most misunderstood and poorly executed estate planning strategies. In this video, we walk you through the main pitfalls, explain when this approach does and doesn’t work for Inheritance Tax planning, and highlight the risks, including the loss of control, that are often overlooked and could cost you far more than you expect.

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"

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Simon and Cathal

"More time for what matters"

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Sue and Neal

"Retired and thriving"

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