Team 2018-12-11T13:57:13+00:00

Your Team

True independence partnered with a history of success is the only way to invest!

Your success is what defines us!

We understand that you come to us because of who we are, not simply because of all the services we offer you.

With a culture of partnership we have forged a team that injects expertise and energy into every Client’s portfolio of needs and dreams.

We stick with you to create a real and lasting relationship.

Mark Clinton Flanagan CFP®
Mark Clinton Flanagan CFP®Director
Duncan Keith Gow CFP®
Duncan Keith Gow CFP®Director
Kate Thomson
Kate Thomson
Andrew Warriner
Andrew Warriner
Fiona Davies
Fiona Davies
Joshua Naude
Joshua Naude
Cathy Davis
Cathy Davis

Our Partners

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