50+ advisers & coaches

Meet our advisers

As your wealth builds, things get a bit more complex. That’s where our experienced team of regulated financial advisers come in, ready to help you achieve your goals.

Our advice team

We’re redefining what great financial advice looks like

Guided by values, not sales targets — every recommendation puts clients first
Supported by Octopus technology that frees them to focus on people, not paperwork
Experienced professionals who’ve helped thousands of people build the future they want
Supported by a central team who help deliver consistently brilliant service for every client

Chantelle Elmi

Liam Moran

Kristian Manton

Tim Wood

Paul Collins

People we’ve helped

Securing your family’s future

“Very supportive and encouraging. I really feel like I have someone who is helping me plan for the future and create a strategy that will benefit my family in the future.”

Retiring early

“I’m feeling more confident about retirement now – we’ve put a clear plan in place, and I’m on track to retire even earlier than I thought.”

Buying a dream home

“I’m so excited – I can finally see exactly when I’ll be able to buy my dream home. Having a clear plan makes it feel real.”

Growing your family

“I felt really understood. As a woman, she understood why I might want to reduce work or take a break for my family. We worked together to build this into my plan.”

Leaving a legacy

“Really knowledgeable and quickly focussed in on what would benefit me most – inheritance tax, lasting power of attorney and when I’d actually like to retire. I’m feeling more confident about my plans.”