Meet Our Team

Daniel Healey

Director & Financial Planner

Dan has over 25 years of experience in wealth management; from being a financial adviser to a senior management position within a FTSE 100 company and now being a director of two financial advisory businesses.

Dan’s experience has given him a thorough understanding that delivering exceptional client outcomes and building lasting relationships with clients is critical to the success of a business.

Michael Ablott

Director & Chartered Financial Planner

With over 20 years of experience as a financial planner, Mike is proud to have achieved the highest level of professional accreditation, being a Fellow of the Personal Finance Society.

Mike enjoys building long-term relationships with his clients, working together to ensure they can achieve their life goals.

Mike excels at delivering complex financial planning, understanding the challenges that greater wealth causes clients.

Peachy Dunne

Financial Planner

Peachy has worked within financial services for over 8 years, having started her career as a paraplanner and then progressed to working as an Investment & Planning Analyst.

Peachy has been a qualified financial planner since the age of 21 and enjoys building relationships with clients and helping them achieve their financial goals and objectives.

Laura Taylor

Senior Administrator

Laura has worked within financial services for 14 years and provides administrative support to our financial planners.

Laura enjoys helping in delivering the highest standard possible to our clients.