We’ll understand your needs as comprehensively as possible to provide the best support and advisory service available. By cutting out the complex and tedious step of dealing with banks, you can streamline your approach, saving time, money and hassle.
Isabella Warner Cert CII (FS)
Financial Administrator
Isabella joined our team in 2023 on a Financial Services Apprenticeship, has achieved her Certificate in Financial Services and is always enthusiastic in helping you with your administrative needs.
Lisa Simpson
Trustee Accounts Specialist
Lisa has over 30 years of financial services experience, over a decade of experience as a Trustee Accounts Specialist and works closely with solicitors and account providers. If you need to set up a trustee bank account, Lisa is the expert you want at your side.
Emma Connor
Head of Customer Services
Emma has been delivering five-star customer service her entire career, and so we were thrilled when she first joined our team as a Financial Administrator. She’s achieved her Level 3 Diploma in Business Administration whilst providing the highest level of dedicated care to everyone who gets in touch with us.
Luke Viner Cert CII (FS)
Financial Administrator
Luke graduated from the University of Warwick with a degree in Biomedical Sciences in 2021. He's now achieved his Certificate in Financial Services whilst helping you with all of your financial needs.