Our People
Christine Morris graduated in 1990 with a degree in Business Studies, which majored in finance and apart from two years has since worked in financial services both here and overseas. In her time away Christine worked with the British Council in Egypt, setting up a business and computer school within the language centre. By examination she is an Associate member of the Financial Society (APFS) a Chartered Financial Planner and a Certified Financial Planner. She is also a member of Symponia, an umbrella group for care planning specialists.
Nick Bamford has spent his working life in the financial services profession. He is a previous Chairman of the Society of Financial Advisers (SOFA), is an Associate member of the Finance Society (APFS) and an associate of the Institute of Financial Planning (AIFP). Nick is an adviser to the business and is a valued member of the team.
Terry O’Neill has worked in Financial Services since 1983 prior to which he held senior marketing roles with international companies and for a time ran a family business. Since 1988 he has been advising private and business clients and is responsible for the management of the company. In the early days he was instrumental in setting-up a discretionary investment management service and also worked extensively offshore, primarily in South East Asia.