Meet Our Team
Based in York and drawing on expertise gained over 30 years’, we offer bespoke personal and corporate financial advice and planning.
Joanne Gott
Practice Principal
DiP PFS
David Fatkin
Practice Financial Planning Administrator
BA (Hons) Economics
Rebecca Riley
Practice Administrator
Richard Oldham
Practice Financial Adviser
Dip PFS
Nicholas Buckle
Practice Financial Adviser
Dip PFS, BA (Hons)
Jonathan Wright
Practice Financial Adviser
Roy Tippett-Wilson
Practice Financial Adviser