Our People
Roger Bourlet,
Director
Since 1994, Roger has been helping people to accumulate and preserve their wealth so that they can finance the things that really matter to them in life.
Ally Buchannan,
Client Services Manager
Ally joined the firm in January 2006 and is passionate about making sure we deliver the right thing at the right time.
Ian Farrer,
Financial Planner
Ian has been providing bespoke financial planning advice to his clients since 1996.