meet the team

"We pride ourselves on a friendly, attentive & professional approach to all our clients,
we are here to help when you need us"

Claire Dentith APFS, Dip PFS, MAQ

Director, Chartered Financial Planner ​

Leanne Tolley, CeMAP CeRER CeSRE

Financial Advisor

Leanne Charnley

Mortgage & Insurance Advisor

Lyndsay Taylor

Office Manager
Pensions & Investments Administrator

Lyndsay supports our Financial Advisors providing administration and support for our Financial Planning clients from initial contact to ongoing support for our practice clients.

Amy Lewis

Mortgage & Insurance Administrator

Amy supports our Financial Advisors providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process.

Ruth Evans

Administrative Assistant

Ruth looks after our client reviews and contacts while also providing support to Lyndsay and Amy on a day to day basis.

Ruth works closely with Leanne and Claire providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process.

Meet the team

Lyndsay Taylor

Pension & Investment Administrator

Lyndsay works closely with Claire providing administration and support for our Financial Planning clients from initial contact to ongoing support for our practice clients.
Meet the team

Leanne Charnley

Mortgage & Protection Administrator

Leanne works closely with Leanne and Claire providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process.
Meet the team

Amy Lewis

Mortgage & Protection Adminsitrator

Amy works closely with Leanne and Claire providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process.