Our Team

Iain Campbell Iain Campbell Dip PFS
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Iain is our Principal Consultant. He has been a Financial Adviser for over 40 years and has wide experience in both the Private Wealth Management and Corporate Employee Benefits Sectors. Iain also holds the Specialist Licence required to provide advice in relation to Defined Benefit (Final Salary) Pension Transfers.

  Steven Oliver Steven Oliver Dip PFS
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Steven is our Paraplanner assisting Iain with regards to research and report writing. Steven is Level 4 Diploma Qualified and has worked in financial services for over 25 years in a number of different roles.
 
 


Sean Cross Sean Cross
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Sean works in a dual capacity within the Company, providing Paraplanning support to both Steven and Iain assisting with research, report writing and administration. Sean is also authorised as a Protection Adviser assisting both private and corporate clients with their protection needs and is well underway with his exam studies towards achieving Level 4 Diploma status.

  Nelson Nelson Yui CA
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Nelson is Sole Director of the Company and is a Partner in Whitelaw Wells Chartered Accountants with many years experience of dealing with family businesses and all related issues.


Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.