Our Team

Learn more about our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

John Kelly

Director / Financial Planner

John co-founded the firm in 2014. His work is mainly centred around later life planning including Inheritance Tax; and corporate work including tax-efficient profit extraction

01273 921667

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Nicholas Jenner

Director / Financial Planner

Nick co-founded the firm in 2014. In his early career Nick worked for major pension and investment providers as a consultant to advisers before moving to a London investment boutique to help manage institutional and adviser sales.

01273 921667

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Victoria Ward

Financial Planner

Victoria joined the firm in 2014. Her main areas of expertise are Investment Planning, Retirement Planning and Workplace Pensions. In her spare time, she enjoys spending time with her two young daughters and taking part in charity runs.

01273 921667

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