Meet The Team
Paul started the company in 2006. He is a proud father to 3 children, and if allowed any spare time enjoys cycling in the Lincolnshire Wolds.
Paul’s aim is to achieve a work/life balance which incorporates travel, and seeing his family fulfil their dreams.
Steve commenced work for the company in 2012, as a para planner for the business, researching the investments, and portfolios used by our clients.
Coming from a sporting family, he now enjoys watching all range of sports, and gets great pleasure from nature, and local wildlife. Steve also belongs a local rambling club, which have him striding out at weekends.
Lorraine joined the company in 2010. Lorraine is in charge of reception, appointments, and administration. She works part-time, which enables her to visit her daughters regularly in the South East.
Lorraine is a keen dancer, and also enjoys singing in a local rock choir.
Debbie has been with the company since its inception in 2006. Debbie looks after the financial side of the company, and any property matters.
Debbie is a keen gardener, both working in and visiting. Her ambition is to travel around the world via her love for gardening. She is also the voice of reason for her 3 children, and supports them in their journeys.
Before joining us in 2019, as Office Manager, Lesley spent over 35 years in the Financial Services Industry and is a welcome addition to the Team.
Lesley is passionate about the environment and social matters. In her spare time, she enjoys travelling and spending time with her family and friends.
Emma joined the company in April 2020 and works as a trainee adviser. She is passionate about helping people achieve their financial objectives.
She is a keen supporter of the FIRE movement (Financial Independence, Retire Early) and when not studying for her professional qualifications she is researching potential investments. In her spare time, she likes to go on long walks with her dog Buddy.