Our People

Our team of lifestyle planners, wealth managers and investment professionals provides a bespoke service to each of our clients; we understand that our clients have individual goals and aspirations and we strive to ensure these goals become a reality. Our exemplary experience has built long standing relationships with many of our clients, many of whom have been with us for over a decade.

Michael Williamson DipPFS


Debbie Matthews DipFA MLIBF

Director and Financial Planner

Chris Brandon APFS

Director and Chartered Financial Planner


Jennifer Evans

Advisory Services Co-Ordinator

April Duckenfield



Our experienced team will be happy to answer your questions.
Please call or email us and we will be happy to assist.

15th Floor, Brunel House,
2 Fitzalan Road, Cardiff CF24 0EB

02920 329 065