Meet the Team

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

Greg Finch

Managing Director and Senior Wealth Manager, DipFA, CertPFS
Full profile

Alex Round

Director and Senior Wealth Manager, DipPFS

Sarah Perks

Office Manager

Jim McComish

Paraplanner, BA (Hons)

Annie Hague-Ling

Paraplanner, DipACB

Louise Hull

Business Support