Meet the team

Christian Jones
Dip FA IFA

Christian started his financial career in 1990, where he worked as an adviser for LloydsTSB. He became independent in 2001 and has been helping his clients improve their financial situations every since.

Christian is married with two children and a dog. In his spare time he enjoys spending time with his family, walking, football and golf

Clare Sullivan
Paraplanner/Practice Manager

Clare has worked in financial services since 2000, where she was working for Standard Life in Cardiff as Adviser Support. She has worked in this area since.Clare started working with Christian 4 years ago and deals with all administration aspects of the business.

Clare is married with one daughter and dog. She enjoys walking with the family, painting, reading and cooking.

Need financial advice?

Book an initial meeting or speak to us on 07786 038555