Our Team
Meet our dedicated team
Alan Butler
Managing Director
Alan has been providing financial advice for over 30 years and has always prided himself on providing the very best advice combined with service and most of all, integrity.
Having vast experience in financial services, he is a firm believer that personal service and trust are the cornerstones of financial management.
Rachael Monger
Senior Administrator
Rachael has 15 years experience in the administration field and draws on her background skills, administrative knowledge and experience gained working within a number of industries. She applies this to ensure she delivers the best service to our clients, guaranteeing an outstanding experience.
Steven Price
Associate Director
Steven has been involved within financial services for 30 years and has achieved Chartered Status in both financial planning and taxation.
Steven advises on a wide range of holistic financial plans and also has vast experience dealing with Inheritance Taxation issues and Trust Planning.
John Evening
Associate Director
John has 30 years experience in the financial services industry and has been advising both Private and Corporate clients as an Independent Financial Advisor for the majority of this time.
John specialises in providing bespoke and high quality financial advice to personal clients with a particular emphasis on pensions and retirement planning.
Steve Shanahan
Associate Director
Steve has joined us recently having had over 30 years of experience in the financial services sector. Working with private clients to provide quality advice in relation to all aspects of their lives including protection, investment, retirement, mortgages & Equity release.
Rob Yeates
Consultant
Rob has worked within the financial services industry for over 40 years. Rob has been working as a qualified IFA since 1999 and has dealt with both corporate and private clients.
Rob was heavily involved in assisting corporate clients to meet legislation requirements regarding auto-enrolment pension legislation. Since 2018, Rob has mainly dealt with private clients, assisting with their investment and pre- and post-retirement planning.
David Chinn
Consultant
David has over 40 years experience an and Independent Financial Adviser. Providing a wide range of advice including School Fee planning, Equity Release and Retirement planning.
He emphasises the personal touch and has developed long lasting relationships with his clients.
Print 