Who we are


Julian Palmer, FPFS

Managing Director

Julian has been involved in the Financial Services industry since 1988, during which time he has held senior positions in some of the industry’s most progressive financial institutions, the most recent of which involved establishing and running the financial planning business at one of the country’s leading private client investment management firms. He now offers personalised wealth advice via an independent company, with the primary objective of delivering a tailored and efficient service to clients by using ‘best of breed’ products and services. Julian holds the coveted Chartered Financial Planner status, is a Fellow of the Personal Finance Society and, as such, operates within an elite group at the forefront of the profession.

Wayne Collard, FPFS

Chartered Financial Planner

Wayne has enjoyed operating in the financial services industry since graduating with an honours degree in Mathematics in 1996. He initially worked for an actuarial consultancy before expanding the financial services arm of a leading investment management company into the south-west of England. Being one of the earlier individuals to be accredited with the gold-standard Chartered Financial Planner status and being a Fellow of the Personal Finance Society, Wayne continues to provide bespoke independent financial planning advice to individuals and companies. High levels of service, integrity and loyalty is the bedrock to Wayne’s philosophy and client relationships.

What Clients Say:

Timely, professional and flexible advice.