Louise Southern

He has joined as our new Trainee Financial Adviser learning from his mum Louise Southern. Lewis is hoping to be assessed as a competent adviser within the next 12 months where he will begin his journey advising clients and helping them reach their goal.

Outside of work, Lewis loves spending time with his partner Sophie, beautiful daughter Mia and walking their spaniel, Olive. He is also a keen golfer in his spare time.

She is also responsible for arranging the diary for the advisers for periodic reviews, new enquiries and any other business. She also deals with all day-to-day queries and client appointment preparation.

Outside of the office Rachel is a founder of a local Bereavement Group and enjoys walking, running and spending time with her 3 children.

She is responsible for arranging the diary for all advisers for periodic reviews, new enquiries and any other business. She also deals with day-to-day queries that may come in via phone and email and client appointment preparation.

Outside of the office Lucy enjoys spending time with her partner Dan and going on long walks with their two dogs Rupert and Woody. She also enjoys spending time socialising with her friends and family.

She is responsible for answering the phones and dealing with any day to day queries that may come in via phone and email. She is also responsible for arranging the advisers diaries and arranging periodic reviews, new enquires and any other business and client appointment preparation.

Outside of the office Gemma enjoys spending time with her husband Matt and their 3 children and 3 dogs. She also enjoys long walks and camping holidays.

Laura has her CeMAP and CeRAR mortgage qualifications and since she has been with the team has also obtained her R01 and R05 in Protection qualifications and is looking at enhancing her knowledge by taking more qualifications.

Laura's role is to support the advisers as a paraplanner.

Outside of the office Laura enjoys keeping fit by playing netball and walking her cockapoo Mabel. She also has a big love of travelling and spends time socialising with friends and family.

She has always had a keen interest in the financial industry having started out at Prudential at the early age of 17 and has always enjoyed the busy environment of a financial office.

Joanne's role involves dealing with the payroll and managing accounts that keep the business running on a day to day basis.

Outside of the office Joanne enjoys spending time with her two sons. She also has a keen interest in cycling and spends time cycling all over the Country with her partner Pete and her many friends.