About Us

Your Team

4
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Graham Laverick

Managing Director


Graham’s employment spans 25 years in Financial Services including time as an inspector for an international Insurance Provider, as well as various directorships in National and local Independent Financial Service Companies.


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Tony Slimmings

Chartered Financial Planner


Qualified to Chartered Financial Planner level, Tony has over 19 years financial services experience, with over 12 as an Independent Financial Adviser.


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Vicky Harrison

Director


Vicky was made Business Director in June 2008, her role includes overseeing the whole client support function as well as marketing and compliance.


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Gillian Mackenzie

Chartered Financial Planner


Chartered Financial Planner, Gillian Mackenzie, is a pensions and investment expert focusing on the private client side of the practice.


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