Team

Neil started the business in Wimbledon back in 1990 and, after spending over twenty years in Norfolk, was very happy to move back to the South East and be closer to family. Neil has built strong and lasting relationships with many clients and their families across the UK in a period which has seen huge changes in technology, communications and the delivery of financial services.

He is a keen runner and cyclist and is enjoying the new Royal scenery!

Before joining the business, Jonny spent 15 years in client services within healthcare advertising, working with numerous top 10 pharmaceutical clients to support the recruitment of clinical trials—many of which led to successfully licensed medicines available today. In 2024, he decided to make the move into financial services, qualifying as a mortgage and protection adviser in early 2026. Jonny is passionate about building long-term, collaborative relationships with his clients and helping them achieve their financial goals. Outside of work, he's a keen cyclist and runner, and spends his spare time keeping up with his three young children.