Trusted expertise for a life you love

Looking for an independent financial adviser to guide you through every stage of life? Based in Brentwood, we have over 30 years of expertise in providing clear, tailored advice to help you achieve your financial goals.

About us

The people who will guide you

We have our eye on your goals. No matter your financial concerns, our attentive team has solutions that will work for you.

Read our story

Your story

Your needs, our expertise

Our team

The team you can count on

John Broom

Director and Financial Adviser

Leanne Greenfield

HR Manager and Director

Darren Henry

Chief Financial Officer and Board Director

Andy Johnson

Financial Adviser and Board Director

Elaine Crispin

Administrator

Melanie Graves

Compliance Manager

Philip Holdstock

Compliance Administrator

Rachel Sargeant

Paraplanner

Mark Johnson

Financial Adviser

Jeff Watson

Senior Financial Adviser

Tommy Allen

Financial Adviser

Daniel Constable

Financial Adviser

Dominic Savill

Financial Adviser

Leah Williams

Financial Adviser

Fred Digweed

Financial Adviser

Gianpaolo Parodi

Financial Adviser

Michael Pegg

Financial Adviser

Stephen Smith

Head of Mortgages

Garry Mackin

Mortgage, Equity Release and Protection Adviser

Jon Hilliard

Administration Manager

Lauren Bridge

Financial Administrator

Laura McBride

Paraplanner

Agnes Skapska

SIPP/SSAS Administrator

Kelly Curry

Senior Paraplanner

Vicky Greenhill

Paraplanner

Jodie Woodward

Administrator

Emma Brooks

Mortgage Administrator

Emily Horner

Life Hub Manager

Sarah Clarkson-Reid

Administrator

Max Palmer

Trainee Mortgage & Protection Administrator

Oscar Watson

Office Security

Barney aka B Dog

Therapy Dog

John Broom

Director and Financial Adviser

Leanne Greenfield

HR Manager and Director

Darren Henry

Chief Financial Officer and Board Director

Andy Johnson

Financial Adviser and Board Director

Elaine Crispin

Administrator

Melanie Graves

Compliance Manager

Philip Holdstock

Compliance Administrator

Rachel Sargeant

Paraplanner

Mark Johnson

Financial Adviser

Jeff Watson

Senior Financial Adviser

Tommy Allen

Financial Adviser

Daniel Constable

Financial Adviser

Dominic Savill

Financial Adviser

Leah Williams

Financial Adviser

Fred Digweed

Financial Adviser

Gianpaolo Parodi

Financial Adviser

Michael Pegg

Financial Adviser

Stephen Smith

Head of Mortgages

Garry Mackin

Mortgage, Equity Release and Protection Adviser

Jon Hilliard

Administration Manager

Lauren Bridge

Financial Administrator

Laura McBride

Paraplanner

Agnes Skapska

SIPP/SSAS Administrator

Kelly Curry

Senior Paraplanner

Vicky Greenhill

Paraplanner

Jodie Woodward

Administrator

Emma Brooks

Mortgage Administrator

Emily Horner

Life Hub Manager

Sarah Clarkson-Reid

Administrator

Max Palmer

Trainee Mortgage & Protection Administrator

Oscar Watson

Office Security

Barney aka B Dog

Therapy Dog

Brentwood's only employee-owned Top Rated Firm

We have been included in the VouchedFor Top Rated 2026 Guide, distributed by the Times and the Telegraph.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we’re Brentwood’s only employee-owned Top Rated Firm.

Real Stories

Our clients’ opinions matter

We work hard to provide exceptional service and we are proud of the trust our clients place in us.

0

of clients would recommend us to their friends, family or colleagues

0

of clients believe working with us has helped or will help them achieve their financial goals

0

of clients were satisfied that we understood their financial goals and objectives

Chrissy

Resources

The latest insights and updates

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