Our Team

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Bhav Patel BSc Hons CeMAP
Director. Mortgage & Protection Advice. Mergers & Acquisitions.

Andy Rowe
Director & Chartered Independent Financial Adviser
Marcus Blase
Independent Financial Adviser

Raj Sharma
Mortgage Adviser

Richard Sheret
Independent Financial Adviser. Pension Specialist.

Victoria Trapitsyna
Adviser

Dina Patel

Kelly Thomas
Administrator

Tina Patel
Accounts

Amit Nakum
Paraplanner

Franck Gogua
Paraplanner

Jayan Patel
Trainee Mortgage Broker

Tara Ricker
Receptionist

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