Our people


Our advisers have a range of experience and expertise. Highly qualified and sensitive to the needs of others, you can find out about our advisers and how to contact them here.

Adam Jarvis

Head of Office

Adrian Grant

Divisional Director – Financial Planning

Adrian Wasson

Divisional Director

Adrian Watson

Divisional Director – Senior Financial Planner

Aiden Watts

Investment Manager – Divisional Director

Ainsley Bowyer

Financial Planner – Divisional Director

Alan Cockburn

Divisional Director – Investment Management

Alan Harvey

Divisional Director

Alan Hay

Divisional Director


The value of investments and any income from them can fall and you may get back less than you invested.