Our Team

Meet the Team

Experienced. Independent. Client-first.

David Tarbotton

David Tarbotton

Founder & CEO

Lee Gleave

Lee Gleave

Financial Planning Director

Daniel Morris

Daniel Morris

Financial Planning Director

Seyavoush Esmaeily

Seyavoush Esmaeily

Director of Business Consultancy & Financial Advisor

Rebecca Lill

Rebecca Lill

Chief Compliance Officer

Luke Versfeld

Luke Versfeld

CERTIFIED FINANCIAL PLANNER® Financial Adviser

Get in touch

Book a complimentary Discovery Meeting.