Meet the team

I am the head of our well qualified Paraplanning Team. My role is to help ensure the team can provide high level technical support for our Financial Advisers and, ultimately, help in the efficient management of our client’s financial journey. 

I live locally to our Gaters Mill Office and, since joining us in 2017, have reached level 4 Adviser Qualification status with the Chartered Insurance Institute (CII). 

I enjoy the fact that we are genuinely helping our clients to achieve their short and long-term goals, both personal and financial. 

I also have a keen interest in History and Football, but my real passion is music, attending live music events locally, on a regular basis and playing guitar in my free time. 

e: Send Kieran an email