Jim Austin

Business Manager

At work

Jim has over 30 years experience working in the financial services industry. He has absolute belief that joined up financial planning will deliver a vision of ‘being the most trusted provider of financial advice’.

Our team

Our people are central to everything we do. With a wide range of specialist expertise, they’re committed to delivering the best possible service for our clients.

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Stephen Cooper

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Stephen

Senior Financial Consultant

Ellis Scott

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Ellis

Head Mortgage and Protection Adviser

Sam Malka

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Sam

Financial Adviser

Dominic Andersen

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Dominic

Chartered Financial Planner

Donna Morgan

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Donna

Mortgage Administrator

Heather Closier

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Heather

Practice Manager

Matt Smith

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Matt

Wealth Administrator