We value teamwork

Here is our team so that you get to know us better …


Father of three, loves all sport, gardening & history; teacher for twenty years and has been a financial planner since 1996.

Thomas Ryan is a Sub Authorised Representative No. 245181

Tom Ryan

Personal Financial Adviser

Active mum balancing three children, gardening & chickens.

Kerrie Moreton

Adviser Assistant

People person with a passion for yoga, gardening and her grandchildren.

Maria Vaux

Client Service Manager

Grandmother of  three, loves catching up with family & friends, running a women’s social group, cooking, reading & craftwork.

Veronica Tierney

Office Assistant