Our People

Our people are very important to us, as is making certain we provide you with quality professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.

Andy Brinn, Financial Adviser

Tel. 02921 113950
Mobile. 07774 780921
Email. andydtltd.uk

With over 25 Years experience in face to face financial services, Andy not only provides financial advice but also looks after the regulation and compliance within the business.

Gareth Lewis, Principal

Tel. 02921 113950
Mobile. 07841 204202
Email. garethdtltd.uk

Gareth, a qualified physicist, has over a two decades of experience in the financial services industry.

Jennie Webb, Practice PA

Tel. 02921 113950
Email. jenniedtltd.uk

Jennie has over 25 years experience in financial services, providing valued support for advisers and clients. You might see her participating her local park run every Saturday.

Colin Dugdale, Client Manager

Tel. 02921 113950
Mobile. 07968 839998
Email. colindtltd.uk

Colin's experience in financial services spans 45 years and covers management and as an adviser.

David Boudier, Financial Adviser

Tel. 02921 113950
Mobile. 07946476599
Email. davedtltd.uk

David has been a Financial Adviser since 1976.

Beverley Yeoman, Financial Adviser

Tel. 02921 113950
Mobile. 07985 405993
Email. bevdtltd.uk

Beverley has combined experience of 35 years in finance. Favourite past time is teaching English to adult learners.