top of page

Meet The Team

Meeku - new web version - resized.png

Founder, CEO & Co-CIO
Independent Financial Adviser

Sachin Meeku Patidar

Direct: 01534 488771
Mobile: 07797 721310

Garry - new web version - resized.png

Managing Director
Independent Financial Adviser

Garry Forbes

Direct: 01534 488774
Mobile: 07797 714000

John - new web version - resized.png

Director of Compliance & Risk

John Pallot

Direct: 01534 488772

Euan - new web version - resized.png

Associate Director
Independent Financial Adviser

Euan Spencer

Direct: 01534 488776

Mobile: 07797 960475

Danny - new web version - resized.png

Head of Business Development
Independent Financial Adviser

Daniel Guy

Direct: 01534 488773
Mobile: 07829 897773

Deborah - new web version - resized.png

Finance & Administration Manager

Deborah Sappe

Direct: 01534 488778

bottom of page