Our Team
Over 100 years of experience

We are proud of our team and we apply a ‘team’ approach to all client work, so you will always enjoy continuity. Each and every person performs a vital role in looking after our clients to provide an accessible and professional service.’

Arrange a meeting

Partners

Ray Duke

  • Advanced Diploma in Financial Planning (APFS)
  • G60 Pensions
  • Award in Pensions Update

About me

Katrina Duke

  • Diploma in Financial Planning (DipPFS)
  • Certificate in Mortgage Advice
  • G60 Pensions
  • K10 Retirement Options
  • K20 Pension Investment Options
  • J07 Supervision in a Regulated Environment

About me

Adam Norman

  • Advanced Diploma in Financial Planning (AFPS)
  • Chartered Financial Planner
  • Certificate in Discretionary Investment Management
  • Certificate in Securities Advice & Dealing
  • Award in Pensions Update
  • BA (Hons)

About me

Taylor Duke

  • Advanced Diploma in Financial Planning (APFS)
  • Chartered Financial Planner
  • Certificate in Discretionary Investment Management
  • Certificate in Securities Advice & Dealing
  • Certificate in Paraplanning

About me

Administration Team & Paraplanners

Daniel Watson

  • Diploma in Regulated Financial Planning (DipPFS)
  • Certificate in Paraplanning

About me

Claire De Almeida

About me