Our Team
Nick Robinson
Senior Financial Planner & Founder
Nick has been helping people make the most of their money for over 20 years. As the founder of our boutique firm, he works closely with clients to build clear, practical plans that make life’s big financial decisions easier. His experience and personal approach are at the heart of the firm and the long-lasting relationships he has built with clients.
Ali Clewes
Practice Manager
Ali is our Practice Manager and plays a central role in the smooth running of the practice. With extensive experience in financial services, a welcoming smile and a helpful approach, Ali oversees the day-to-day management of the business, helping to create a positive and organised experience for all clients. Ali is always on hand to ensure things run seamlessly—so clients can relax, knowing they’re in dependable hands.
Guiliana Waters
Personal Assistant
As Personal Assistant to Andrew Clarey, Guiliana is dedicated to making every client feel looked after from the moment they get in touch. Known for a friendly and caring manner, Guiliana manages communication, diaries, and appointments, helping to keep everything running like clockwork behind the scenes. Guiliana’s thoughtful attention and cheerful support, helps create the welcoming atmosphere we’re known for.
Sue Copeland
Senior Support Administrator
Friendly and efficient, Sue plays a vital role in our team by handling the key documents that keep everything running smoothly. With her proactive approach and genuine passion for supporting others, clients can trust Sue to manage their paperwork with care and attention to detail, ensuring their financial matters are always in safe hands
Andrew Clarey
Senior Financial Adviser
With a wealth of experience gained over many years, Andrew now focuses on serving a small group of clients while preparing to retire from full-time advice. As a mentor within our team, Andrew provides training and perspective to newer advisers, drawing on decades of insight and practical know-how. His reassuring presence and supportive nature continue to shape the caring ethos at the heart of our business
George Smith
Trainee Financial Adviser
George is just starting his career in financial advice and is excited to learn and grow within the firm. He supports clients with their planning needs and is developing his knowledge across pensions, investments, and protection, while working closely alongside our senior financial planners.
Sam Heatley
Trainee Financial Adviser
After more than 10 years as a paraplanner, Sam has taken the step of transitioning into a trainee adviser role to start working with clients directly. His strong technical background and attention to detail give clients confidence that their plans and strategies are built on a solid foundation.
