Our Team

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Tara Ricker
Tara Ricker

Tara has extensive experience as a Front of House Receptionist and Business Administrator, working for both large corporate companies as well as small independents. Studied Journalism at London College of Communication.


With her friendly and professional manner, and as your first point of contact, Tara will ensure that one of our advisors will deal with your financial planning personally with a first-class service.


She has been with the company since September 2018.


Our Team

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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