Admin Team

Our dedicated administration team plays a crucial role in ensuring that everything runs smoothly behind the scenes. The team consists of Debbie Mayers, Beverley Fisher and Bea Cockburn-Evans, who between them have many years’ experience in the Financial Services Industry. With their attention to detail and commitment to excellent service, they handle many administrative tasks including processing paperwork, managing client files and maintaining accurate records. Their efficiency allows our financial advisers to focus on what they do best—providing tailored financial advice and strategies for you.

We can always count on our administration team to be responsive, organised, and ready to assist with any questions or needs.