Chartered Financial Planner

Andrew graduated from the University of Plymouth with a First Class degree in Accounting and Finance. Andrew spent a year as a university placement student with Robin’s team in 2018/19 and returned after graduating university in 2020.

Andrew is FPFS qualified, holds the CF8 qualification for Long Term Care Insurance and achieved Chartered Financial Planner status in 2024.

Andrew is also an expert practitioner for the Chartered Insurance Institute where he helps develop content for learning and assessment material.

Robin Keyte

Robin Keyte

Chartered Financial Planner, CFPTM & Certified to ISO 22222

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Ben Smith

Ben Smith

Chartered Financial Planner & CFPTM

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Duncan Shaw

Duncan Shaun

Chartered Financial Planner

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Andrew Haste

Andrew Haste

Chartered Financial Planner

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Ryan Mason

Ryan Mason

Chartered Financial Planner

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Finbarr O Mahony

Finbarr O Mahony

Financial Adviser

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Keith Grimsted

Keith Grimsted

Client and Administration Support

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Alex Dyer

Alex Dyer

Research and Client Reporting

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Gary James

Gary James

Client Reporting

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Jacqueline Hampton

Jacqui Hampton

Client Support

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