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.

    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,...

    01732 780613

    Louisa Larsen (Metcalf)

    Financial Planner

    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 undertake...

    01732 780613

    Alexandra Metcalf

    Client Relationship Manager

    I returned to working for the company in September 2018 having been working in a special needs school for 15 years.

    My role is to manage the client relationships and have contact with companies and providers. I oversee the office administration, company diaries and generally ensure the smooth running of the company!

    My hobbies include walking my two beloved rescue dogs, Pico and...