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.

We were delighted to welcome Paul to the DC Pensions team recently as an Independent Financial Adviser.

Paul brings over 26 years of experience in financial services, having held senior advisory roles at Schroders Personal Wealth and Lloyds Mayfair Private Banking, where he worked extensively with private clients. His deep understanding of complex financial planning needs, particularly in the areas of inheritance tax mitigation, wealth preservation, and estate planning, makes him a valuable addition to our team.

Paul is known for his client-centric approach, delivering clear, strategic advice tailored to individual circumstances. His expertise and professionalism will be instrumental in helping our clients navigate their financial journeys with confidence.

Nathan joined the team in January 2024 and is a diploma-qualified Independent Financial Adviser, with over four years of experience in the financial services industry. He provides tailored advice across a range of financial planning areas, helping clients achieve their long-term goals with confidence and clarity.

Nathan is committed to delivering transparent, client-focused solutions built on trust and expertise.

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.