We build relationships with our clients that will last throughout generations of family. It’s important that as well as getting to know you; you get to know us too.

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Our people

Rohan Sivajoti

AdvFA, AwPETR, CeMAP, CALIBF, CDIM, DipFA


Role:

Director

Experience:

Over 10 years

Qualifications:

Chartered Associate of the London Institute of Banking & Finance, Pension Specialist, Certificate in Mortgage Advice & Protection, Certificate in Discretionary Investment Management, 2:1 degree in Financial Services, 50m swimming.

Likes:

Travel, Caramel Shortcake, Cricket, Neuroscience, Sunshine, Cheese

Dislikes:

Cold weather, Olives, TV Adverts, Sambuca

Rohan Sivajoti

Cathi Harrison

FPFS


Role:

Paraplanner (Research, technical assistance & reporting)

Experience:

Over 11 years

Qualifications:

Fellow of Personal Finance Society, Chartered Financial Planner, Certified Financial Planner, Archery Level 1.

Likes:

Cake, Sri Lanka, Tea, Stationery, Foo Fighters, Wine, Naps

Dislikes:

Spiders, Nuts, Reality TV, Rain, Madonna

Cathi Harrison

Karen Malin

FCII, CeRCC


Role:

Compliance Consultant

Experience:

Over 30 years

Qualifications:

Fellow of the Chartered Insurance Institute and Certificate in Regulated Customer Care

Likes:

Tai Chi, Rugby, Real Ale & builders’ tea

Dislikes:

Rubbish Coffee

Karen Malin

Dan Graham

BA(Hons)


Role:

Client Services Manager

Experience:

Trainee

Qualifications:

2:1 Degree in English Language

Likes:

Fresh Coffee, Sensations Thai Sweet Chilli Crisps, Genuineness, Travel, Stassen Rose Cider, Greggs

Dislikes:

Traffic, Katie Hopkins, Man Utd, Supermarket clothing ranges, Paper

Dan Graham

Tom Jennings

Dad


Role:

Client Services Manager

Experience:

Trainee

Qualifications:

X Factor Runner-Up (8th)

Likes:

Music/Gigs, Craft Ale, Dad Jokes, Cricket, Drums, Blackcurrant Fishermans Friends

Dislikes:

Celebrity/Reality TV, Donald Trump, The Sun (newspaper), Frizzy Hair

Tom Jennings