About Us

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

Email Me

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

Email Me

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

Email Me

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

Email Me

Lynda Hambly

Administrator

Lynda is an experienced administrator working in finance for 30 years in a variety of roles.

01423 858 770

Email Me

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

Email Me

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.

01423 858 770

Email Me