John Goddard


John has worked in financial services since 1978, starting his career as a home service representative for Britannic Assurance and progressed to Assistant Branch Manager. More




Richard Whittington


Richard's career in Financial Services began in the late 1990's following a period in the Armed Forces and completion of a BA (hons) Business Studies Degree in Sheffield. More 





Steve Shutt


Steve has worked in financial services since 1994, starting his career as a home service representative for Co-Operative Insurance. More




Angela Guylee


Angela has over thirty years' experience advising clients, the last 18 of which have been as a specialist elderly client adviser. The main areas Angela gives advice on are care fees planning, investments, equity release and inheritance tax planning. More




Michelle Storey

Michelle joined us in 2013 from a successful career having worked in all areas of Financial Services from Mortgage Advisor to PA/Paraplanner since 2004. Her initial role was to work alongside John Goddard and Richard Whittington as full time PA/Paraplanner, this has now evolved and Michelle is now also our Office Manager. more




Kira Bennett


Kira joined us in 2013 having previously worked as a mortgage administrator since 2004. She is now experienced in many areas of Financial Services administration. More




Adil Mahmood

Adil Mahmood

Adil joined us in January 2019 having graduated from Sheffield Hallam
University in 2014 with BA Hons in International Finance and Fund Management. He has worked within the Financial Services since 2015 starting at Lloyds Banking Group in the mortgage department to working within the Finance Team at Prudential. more