Our team

Our board of directors are well qualified and have between them a proven and extensive track record of working within the financial services industry.

Supporting the directors is a loyal and dedicated team of staff specialising in accounting, client administration, new business development and office support. Wherever possible we ensure that clients have a designated member of staff responsible for their affairs to provide a consistent point of contact.  

Click on the individual names below to see a profile of each director.

• Sara Farrell
• Delma Laker
• Keith Laker
• Gerry Morrissey