Our People

As we use technology extensively, we do not need huge numbers of people to run our back office. We have therefore kept our numbers small which we believe helps us to deliver a personal and friendly service. However, we do have a support network of other professionals such as solicitors and accountants, to whom we can refer for opinion and advice if necessary.

We have two advisers:

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 of the Personal Finance Society (APFS) as well as being a Chartered Financial Planner and a Certified Financial Planner. She is also a member of Symponia, an umbrella group for care planning specialists.

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.