The Team

James has over 25 years of experience as a Financial Planner and specialises in providing financial advice to personal clients for their pension and investment needs. He has a considerable amount of expertise with corporate & business owners in meeting their specific financial planning needs from both a personal and company perspective. As a Chartered Financial Planner, James has all of the necessary qualifications and experience to advise on your personal and corporate financial planning needs.

Andrew is a Financial Planner and has been working in Financial Services for over 30 years. He brings a wealth of experience in both relationship management skills and knowledge, as well as an ability to build trust in order to meet the advice needs of our clients.

Bill has over 35 years experience as a Financial Planner and specialises in providing financial advice to personal clients for their pension and investment needs. Bill is now semi-retired but continues to manage the compliance responsibilities for the business.

Carlyn is a Senior Administrator and manages the administration aspects of the business on behalf of our clients.

Clair is a Senior Administrator and manages the administration and compliance aspects of the business on behalf of our clients.

Nathan joined the DCPI team in January 2024 and has recently begun working as an IFA. He brings a new perspective to the team, having joined the industry in 2021 and working his way up from administrator to adviser.