Meet the Team

Mr Jerry Wellington                                                          

Executive Director and Independent Financial Adviser

Dr Donna Wellington

Executive Director – Research and Strategic Development

Mrs Helen Trebell

Administrator                                           

Mr Tyler Cavill

Technical & Client Administrator

Mr Tim Jacques

Trainee Paraplanner

 

Mr Jacob Holden

Trainee Financial Adviser

Mr Steve Robinson

Locum Independent Financial Adviser – Pensions Specialist