Meet the team
Meet the people guiding you with clarity, care, and confidence.
Our team brings experience, perspective, and a genuine commitment to understanding you and your needs. Working collaboratively, we provide clear, considered advice tailored to your goals. A relationship built on trust and support so you can make confident decisions at every stage of your journey.
Andrew Bolingbroke
CFP®
Director / Private Wealth Adviser
Andrew provides clear, considered advice to help clients navigate life’s financial decisions with confidence.
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Anthony Sims
Associate
Anthony supports advisers with strategic modelling and clear analysis, helping deliver well‑structured financial strategies.
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Anya Dann
Client Manager
Anya provides practical, detail‑driven client support, working closely with advisers to ensure smooth implementation of advice.
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Belinda Good
General Manager
Belinda leads operations with clarity and purpose, supporting the team through strong governance, systems and people‑focused leadership.
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Catriona Blandford
Client Experience Coordinator
Catriona creates a warm, seamless first impression, coordinating thoughtful client experiences with professionalism, care and attention to every detail.
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Chelsea Quinn
Associate
Known for her approachable nature, strong communication skills and a genuine commitment to the client experience.
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