Meet Our Bristol-Based Financial Planning Team
Personal, Experienced Advisers Dedicated to Your Financial Future
Max Tennant
Chairman
Chartered MCSI
Gethin Richards DipPFS
Financial Planner
Ashton Chritchlow CFP™
Managing Director
Chartered Wealth Manager
Richard Bryant
Chartered Financial Planner
Jamie Jacobs CFP™
Director
Chartered Wealth Manager
Kattrina Strothmann DipPFS
Financial Planner
Matthew Fox
Trainee Financial Planner
Gregor Bell
IFA Administrator
Tamzin Howard
Accounts
George Ladds
Strategic Adviser
Cathy Nicholson-Walker
Technical Specialist
Professional Partners
The stunning artwork featured on our website is created by Max's sister, Alice Tennant, a talented artist based in Pembrokeshire. Her pieces beautifully capture the dynamic interplay between land and sea, reflecting the ever-changing weather. Explore Alice's artwork for a glimpse into Pembrokeshire’s natural beauty.