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.
Colin Robinson BA (HONS) APFS
Managing Director - Chartered Financial Planner
Having started in the profession in 1987 as a graduate entrant, I have enjoyed working for a large life insurance company, accountant and solicitor firms
Statement of Professional Standing
01423 858 770
Eloise Flint APFS
Senior Financial Planner - Chartered Financial Planner
Eloise has over 35 years’ experience in the financial services industry, beginning her career at the Yorkshire Building Society Head Office in Bradford.
Statement of Professional Standing
01423 858 770
Keith W Woodall BA (HONS) ACII, APFS
Senior Paraplanner - Chartered Financial Planner
Since graduating from Newcastle University, Keith has accrued nearly 30 years experience in the Financial Services profession, all of it in the independent sector.
01423 858 770
Kathryn Roebuck
Lead Administrator
Kathryn is an experienced PA/Administrator with a wealth of experience gained over many years in a variety of office roles, including 20 years working locally in independent financial services providing a high-quality administration service to her advisers and their clients.
01423 858 770
Lynda Hambly
Administrator
Lynda is an experienced administrator working in finance for 30 years in a variety of roles.
01423 858 770
Darren Philp BA (HONS) ACII
Administrator
After leaving Bristol University, Darren has spent over 30 years in Financial Services, in a variety of roles.
01423 858 770
Jane Weiss
Administrator
Jane is an experienced Administrator having worked for more than 30 years in a wide variety of different industries including a food accreditation body, banking, educational charity and Financial Planning.
