Our Team

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Victoria Trapitsyna
Adviser

Victoria is an Independent Financial Adviser who helps her clients with practical solutions to the financial issues that concern them most. Her advice covers all areas of financial planning, including retirement planning, wealth protection, savings and investment planning. Her emphasis is on maintaining long term relationships with her clients and she aims at providing them with a source of trusted advice as their financial needs evolve over the years.


  • 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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