Meet some of our people behind the numbers

Gwyn Williams

Director and Chartered Financial Planner

In Business: Helping clients to protect and grow their business and personal wealth
In Life: Cycling and chilling with my family

Tracey Daniel

Certified Financial Planner and Head of Compliance

In Business: Provide financial advice to my clients and ensure that the company adheres to the rules and regulations set by the Financial Conduct Authority

In Life: Walking my dog called Duffy, caravanning and fundraising for Breast Cancer Care

Kay Griffiths

Finance Manager

In Business: Internal finance
In Life: Film, sport, alternative music and experimental hair dying

Karen Best

Chartered Tax Director

In Business: Specialising in personal tax compliance and planning
In Life: Increasing my fresh air intake with my three reluctant children

Sara Lathwood

Tax Lead Consultant

In Business: Specialising in personal tax compliance and planning.
In Life: Sleep coach to my one year old insomniac.