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The team

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Key Personnel

Our highly experienced team has over 45 years of combined experience in financial planning. During this time, we’ve helped many people significantly improve their financial independence and security. Get to know more about our team and how we can help you.

Financial Planners

Patricia Garcia

Patricia Garcia
Director and Financial Adviser

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Troyden Ratcliffe

Troyden Ratcliffe
Financial Adviser

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Our staff

Graham Meredith

Graham Meredith
Director

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Cindy Jeeves

Cindy Jeeves
Client Services Manager

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Nina Bampton

Nina Bampton
Administration Assistant

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