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Minnie has been part of our Wealth Management team since 2016. Having helped many advisers and their clients in our vital support roles, she is now an up-and-coming Financial Planner making big differences to the lives of her own clients.
Our PeopleJonathan OrchardPartner, Chartered Financial PlannerView our people
Our PeoplePaula HodgePartner, Head of Financial Planning
Paula has been working with individuals as a Chartered Financial Planner since 2007.
Alongside her leadership responsibilities, Paula continues to make a difference in the lives of her clients by using her extensive experience and a holistic approach in order to help those she works with achieve their lifestyle ambitions.
Steve runs our specialists Pensions Team and is a member of the Association of Member Directed Pension Schemes (AMPS).
He uses his extensive experience in member directed self-invested pension funds to assist Member Trustees to ensure that they meet their responsibilities and duties. This includes all reporting requirements, providing technical support to Trustees and other professionals, ensuring their pension complies with legislation.