MEET THE DIRECTORS & TEAM

Enter info about Clive, Bob and CWEP here

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ROBERT MASSEY
B.SC DIP P.F.S TEP

Independent Tax and Financial Planner

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LUCY TOWEY
DIPPFS TEP -   TRUST & ESTATE PRACTITIONER

Practice Manager

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TIM WHITEHOUSE

Independent Tax and Financial Planner

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SARAH BROWN

Senior Paraplanner and Client Liaison

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ALEX JAMES
DIPPFS TEP

Independent Financial Advisor

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LAURA JONES

Paraplanner and Client Liaison

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JAMES FISHER
DIPPFS TEP

Independent Financial Adviser

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MERCEDESZ KOCSIS

Trainee Paraplanner

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NICK TOWEY

IFA Administrator