Gavin Johnson

Gavin has been providing independent financial advice to discerning clients since 2000.  Attention to detail, good listening skills and great empathy are some of the most common traits highlighted by his clients. He has spent the vast majority of his career specialising in advising business owners, and high net worth individuals. Gavin has extensive experience…Read More

Daniel Bird

As a Chartered Financial Planner, Daniel brings over 15 years’ experience as a trusted adviser to a wide client base of professionals, entrepreneurs, business owners, board directors and continues to work with many families that he has advised for many years. He has extensive technical knowledge in advising clients across all areas of retirement planning,…Read More

David Logan – CTA, ATT David Logan of TAG Tax and heads up our tax technical team.  David has over 25 years of wide-ranging tax experience and is a Chartered Tax Adviser (“CTA”) with the Chartered Institute of Taxation. David spent over 14 years with the Big 4 firm working specialising in Corporate Tax dealing with both national and…Read More

Daniel Morris- Mortgage Adviser

Daniel of SPF Private clients is our chosen adviser to help our clients access the whole of the mortgage market and will know which lenders to approach in order to find the most suitable and cost-effective mortgage for your circumstances. He will manage the mortgage transaction on your behalf from start to finish. He can…Read More

Nick Hills Nick is our independent mortgage and Insurance adviser and his company Private Premier Finance based in Haywards Heath, offering our clients the best available on the market at no fee.

Robert Kiyosaki

The word accounting comes from the word accountability. If you are going to be rich, you need to be accountable for your money.

Robert Kiyosaki