Key members of Our Team

Karen Vidler (Managing Director) has over 20 years experience in advising on investments and also has particular expertise in Trusts. She holds the Diploma in Financial Planning and is a Member of The Securities Institute. Emma Charles Dip PFS (Director) has 19 years experience in the financial services sector and holds the Diploma in Financial planning. She also has detailed expertise in the highly technical area of pensions. Kevin Parkinson MSc FICA (Director) has over 20 years experience in financial services. In addition to being a Fellow of the International Compliance Association, he also holds a Masters degree in Financial Regulation and Compliance Management. Louise Pearch Dip PFS (Director) has 19 years experience in financial services and holds the Diploma in Financial Planning. She also has particular expertise in providing financial planning advice to high net worth individuals. Richard Randall has over 20 years experience in financial services and has particularly strong relationships with other professionals such as solicitors and accountants. Mike Rutland Cert PFS has over 20 years experience in financial services providing holistic financial advice for a broad spectrum of clients. Mike has particular experience in dealing with the financial planning issues encountered by small to medium sized businesses.