Meet the team

Our approach to client service has regular partner contact at its core. However large or small your business, your partner will always be your main point of contact, able to respond quickly to your needs and offer personal solutions to your problems.

Key Staff

Ryan Qualters

Director and Financial Planner

Beginning his career in financial services in 2006, Ryan has worked his way from administrator to adviser. This has culminated in him taking on this role, where he plays a key role in shaping and defining the firm’s direction.

Dave Barklam

Senior Administrator

With experience in financial services dating back to 2017, David is responsible for providing support to both the FP team and clients, upholding the highest standards of care.