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Meet The Team

Top Row

L to R – Mark Colgan – Financial Adviser, Mark Clayton – Financial Adviser, Jason Alderson – Financial Adviser, Mike Shaw – Financial Adviser, David Gallagher – Director

Bottom Row:

L to R: Joanne Markham – Mortgage Adviser, Ann Marie Blyth – Financial Adviser, Janet Smyth – Client Support, Leanne Jeffery – Office Manager, Natalie Days – Client Support

Financial Advisors

Admin Support

Corona Update

This rapidly evolving coronavirus (COVID-19) has imposed an unsettling, fluid situation upon our community and its businesses. While the team here still aims to maintain a “business as usual” approach, we are making a number of significant changes to our operations to account for a situation that is far from normal.

With immediate effect we have closed our offices and will be working from home. We remain open for existing and new clients via the following methods:

We will try to respond within 30 minutes during business hours.