Meet the team:
Life-long focus
and support from
people you can trust.

Our clients tell us that they value the extent to which they can trust us: they know we have their best interests at heart – not just financially. They appreciate the very high quality of advice, our straight-forward transparent approach, and our friendly, caring manner.

This is all backed up by solid expertise and a wealth of experience. You can trust our independence too. We are a completely independent firm and all of our clients can be sure of impartial, unbiased advice.

Joanne Graham
Ashley Marks
Kathryn Cripwell
Danny Greveson
Peter
 
Peter Coombes
BSc (Hons) CCIBS
Paraplanner

Peter has worked in financial services
since 2013, gaining a wealth of experience
as well as his Diploma in Financial Planning
along the way.

Day to day, Peter’s responsibilities include
research, report writing and analysing financial
forecasts for our clients.

Outside of work, Peter enjoys his wide range
of hobbies which includes fixing his cars
and bicycles, playing music for local bands
and looking after his dog Indie!


Email Peter »