Meet the team

Gwyn Williams

Meet the TEAM

Gwyn Williams
Director

In Business: Helping clients to protect and grow their business and personal wealth

In Life: Cycling and relaxing with my family

Find out more about Gwyn »

James Burnett

Meet the TEAM

James Burnett
Financial Adviser

In Business: Helping clients to cut through the jargon to give a straight forward answer

In Life: Butler to my son

Karen Best

Meet the TEAM

Karen Best
Tax Planning Specialist

In Business: Wealth management to include tax mitigation

In Life: Increasing my fresh intake enjoying the great outdoors