Independent Financial Advice for People and Businesses

Chartered Financial Planners

We provide a range of financial and wealth management services that help you achieve your financial goals. Our holistic approach to planning guides you to a secure financial future. 

 

Business

Attract and retain the very best people. We can advise on employee benefits, company pensions and auto-enrolment, and the best business insurance to meet your needs.

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Personal

Achieve your personal financial goals. We help you take stock of your finances, and then plan and manage your portfolio through investment, pensions and tax advice.

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Pensions

Specialist advise from chartered financial planners for both business and personal pension planning.

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Quarterly

Investment Review

October 2021
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Money++

Autumn 2021
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Investment

Risk Profiling
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Our people

  • Abi Ireson

    Abi has been working in financial services for over 17 years. She initially started working for one of the largest insurance companies, but soon found that she preferred working in an environment with more focus on making a change at a personal level.

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  • Neil Buckingham

    A qualified chartered financial planner and with a background in banking, Neil has always been interested in pensions.

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  • Alex Breadmore

    As a graduate in Business and Finance, Alex began his career in Financial Services in 2002 and joined Griffins Financial Solutions in July 2006.

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  • Dion Prideaux-Reynolds

    Dion heads up the employee benefits consultancy service, having joined the firm in 2012. He holds parts 1-3 of the Financial Planning Certificate.

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  • Gemma Allison

    Gemma manages the Paraplanner and Support teams, and is responsible for helping ensure that the company remains up to date with regulatory changes. 

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  • Jane Coo

    Jane works in the administrative team as a wealth management administrator. Like the rest of the team, she supports clients and advisors across all of the firm’s services.

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  • Jess Marriott

    Jess joined us in September 2021 as a Client Services Assistant and is currently studying for a Level 3 Business Administration qualification through an apprenticeship.

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  • Simon Moran

    Simon, a Chartered Financial Planner, also holds the Investment Management Certificate and is a fellow of the Personal Finance Society.

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  • Suzanne Prout

    Suzanne is one of the wealth management administrators in the firm. With over 10 years’ service, she is another long-serving team member.

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  • Val Wright

    Val supports the firm's Senior Management Team in the efficient and effective running of the business. 

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