Meet the Team

Please use the links below to learn more about the team.

Adam Brooks

Managing Director and Financial Planner
Full profile

Carolyn Amy-Brooks

Director

Katherine Clotworthy

Operations Manager

Sarah Brooks

Office Manager

Olivia Iles

Trainee Paraplanner

Tracey Oakley

Senior Client Relationship Manager

Elle Dunmore

Client Relationship Manager

Michael Welfare

Client Relationship Manager

Natasha Kneebone

Client Relationship Manager