Darren Guy DipPFS, Certs CII (MP & ER)
Managing Director & Independent Financial Adviser
Darren has been a financial adviser since 1987 and enjoys helping his clients, particularly in relation to investments and pensions. He aims to make dealing with a financial adviser a pleasant experience!
His hobbies include spending time playing and watching sports with his sons, travelling with his wife Karen, and working as a volunteer speaker for WaterAid, but much of his time is spent driven by his faith. He feels it is important to help and encourage people in this aspect of their lives and so gives talks across the UK and abroad with this aim in mind.
Chris Walmsley DipPFS
Director & Independent Financial Adviser
Chris has been in financial services since 1988 and he’s always enjoyed helping people with their finances. Many clients have been with Chris for a considerable number of years.
He is fully qualified to give financial advice in areas such as investments, pensions, and, long-term care. He specialises particularly, in pensions and retirement planning whilst also enjoying further enhancing his knowledge in all areas, as he believes this helps him to help others.
Chris has many hobbies including photography, golf, and on occasion, he can be seen out and about in his leathers riding his motorbike!
Chris is responsible for our compliance functions and development of advisers.
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Karen Guy
Director, Operations & Data Manager
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Mark Payne CeMAP DipFA MLIBF
Independent Financial Adviser
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James Guy DipPFS
Independent Financial Adviser
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Tom Mann DipPFS
Independent Financial Adviser
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Matt Guy DipFA
Office Manager
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Jack Mansley DipPFS
Paraplanner
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Katie Collins
Paraplanner
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Dami Adetayo
Trainee Paraplanner
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Sacha Harrison
Admin Team Leader
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Alison Connor
Senior Administrator
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Julie Walmsley
Administrator
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Beth Holden
Administrator
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Luisa Guy
Client Servicing Team Leader
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Amy Thorpe
Client Servicing Administrator