Who we are

Clear Financial Sense

Our clients are at the heart of everything we do. We have found the best financial plans are those which are clear, easy to understand, effective and regularly reviewed. This is supported by our mission, which is to provide “Clear, Financial Sense”.

Mark Smith

Partner

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Robert Corbett

Partner

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Thomas Minter

Financial Planner

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Lynn Skinner

Project Manager

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Bernize Gregory

Paraplanner

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Julie Hattam

Client Relationship Manager

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Cathy May

Client Relationship Manager

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Georgina Laughton

Client Relationship Manager

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Debbie Smith

Administrator

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Paula York

Accounts Manager

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