Meet the Team

Please use the links below to learn more about the team.

Nik Wilson

Director and Chartered Financial Planner
Full profile

Dawn Wilson

Office and Accounts Manager

James McLaughlin

Financial Adviser

Helen Coleman

Financial Adviser

Cheryl Bosman

PA to Justin Friend

Jemma Benton

Mortgage Research and Co-ordinator

Anya Mulvihill

Apprentice Administrator