Meet The Team

Steve Kelland Chairman

Steve Kelland

Chairman

Email Steve Kelland

Carole-Ann Rowley marketing director

Carole-Ann Rowley

Marketing/PR Director

Email Carole-Ann Rowley

Wayne Neville General Manager

Wayne Neville

General Manager/Executive Consultant

Email Wayne Neville

Lynne Sampson Financial Controller

Lynne Sampson

Financial Controller

Email Lynne Sampson

Louise Smith Administration Manager

Louise Smith

Office Manager

Email Louise Smith

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Russell Collins

Executive Consultant

Email Russell Collins

Matt Hodges Financial Planner Chartered

Matt Hodges

Financial Planner Chartered ALIBF

Email Matt Hodges

Sian James financial planner

Sian James

Financial Planner

Email Sian James

Andrew Jamieson Chartered Financial Planner

Andrew Jamieson

Chartered Financial Planner

Email Andrew Jamieson

Mark King Executive Consultant

Mark King

Executive Consultant Dip PFS CCBI

Email Mark King

Nigel Murphy Executive Consultant

Nigel Murphy

Executive Consultant

Email Nigel Murphy

Louie Recine Executive Consultant

Louie Recine

Executive Consultant

Email Louie Recine

Thomas Roberts Financial Planner

Thomas Roberts

Financial Planner

Email Thomas Roberts

Owen Tucker Chartered Financial Planner

Owen Tucker

Chartered Financial Planner

Email Owen Tucker

Mark Williams Executive Consultant

Mark Williams

Executive Consultant

Email Mark Williams

Clare Ball, Paraplanner Gloucester

Clare Ball

Paraplanner

Email Clare Ball

Oskar Chojaczyk passes another exam

Oskar Chojaczyk

Paraplanner

Email Oskar Chojaczyk

Cass Baxendale Corporate Services Manager

Cass Baxendale

Corporate Services Manager

Email Cass Baxendale

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Veronica Clack

Adviser Support Administrator

Email Veronica Clack

Ben Sheldon, Adviser Support Administrator

Ben Sheldon

Adviser Support Administrator

Email Ben Sheldon

Alex Dearsley Executive PA

Alex Dearsley

Executive PA

Email Alex Dearsley

Stacey Smart Corporate PA

Stacey Smart

Corporate PA

Email Stacey Smart

Amanda Smith Adviser Support Administrator

Amanda Smith

Adviser Support Administrator

Email Amanda Smith

Susie Watkins Kellands Cheltenham

Susie Watkins

Executive PA

Email Susie Watkins

News Feed

News & Views

August 4, 2026

Why Doing Nothing Is Sometimes the Best Investment Decision

When markets become volatile, resisting the urge to react can be one of the smartest investment decisions. Discover why patience and discipline often lead to better long-term outcomes.
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