Meet The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

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    01732-780613

    Mike Metcalf

    Chartered Financial Planner & Certified Financial Planner

    I am a Chartered Financial Planner through the Personal Finance Society (PFS) who are the professional body for the UK financial planning profession and a Certified Financial Planner through the Chartered Institute for Securities & Investment (CISI). I am also a member of the Institute of Professional Willwriters.

    My career has included working as an insurance agent, sales manager,...

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    01732-780613

    Louisa Larsen

    Client Services Manager

    I have worked with Mike since 1992 when I first started working for his General Insurance brokerage later transferring to his independent financial adviser firm.   I gained my Financial Planning Certificate in 1999 but chose to work on the research, analysis and administrative side of the business whilst my children were young and requiring more of my time.  Then in 2014, I decided to...