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Meet the team

JamesMillard

JamesMillard

James Millard

James has over 10 years’ experience in financial services with 7 years as a financial adviser. James’ passion is in showing his clients that their dreams are possible. He helps people to focus on what is important to them and structures their finances in a manner that enables them to be free of financial concerns and enjoy life.

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MasoudPourgholami

MasoudPourgholami

Mas Pourgholami

Mas has 8 years’ experience in financial services with 7 years as a financial adviser. Mas enjoys helping clients, which keeps him focused on getting to know them. He believes he can add value to his client when he is aware of what’s important to them now and what they want in the future. He then ensures he can provide best advice to meet his clients’ lifestyle & financial needs and objectives.

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andrew black

andrew black

Andrew Black

Andrew has been involved in the financial services industry for over 30 years and has spent the last 15 years in senior executive roles leading wealth management businesses. Andrew is passionate about helping busy people achieve their aspirations through providing strategic advice and supporting them every step of the way.

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