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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 PeopleAmanda BrowningPartner, Head of Wealth ManagementView our people
Our PeopleMark SheltonConsultant
Mark has a degree in agriculture and spent ten years in practical farming and farm management consultancy. In 2002 Mark set up his own specialist practice providing forensic accounting, business advisory and general accountancy services in the food and agriculture industries. Mark was also National Chairman of the British Institute of Agricultural Consultants for two years.
Mark provides bespoke forensic financial services for the Rural and Food & Drink industries.
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.