Neil Watson

Director & Senior Financial Adviser

Founder and Director of The Planning Room, Neil Watson gets a kick out of taking his clients on a journey. By tapping into what you want and helping you understand more about the financial markets,...

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Stuart Copeland

Director & Senior Financial Adviser

A firm believer in the importance of getting the strategic foundations right, Stuart Copeland loves helping clients map out their big goals and objectives and implement a strategy that is tailored ...

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George Straker

Operations Manager

52 years in financial services and George is still going strong. A former training executive, respected bank manager and experienced financial planner for over two decades, George decided to amalga...

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Kate Gifford

Client Services Manager

The word ‘amazing’ doesn’t quite cut it when it comes to the lovely and talented Kate. A natural organiser, administrative wizard and dedicated Mum of five, Kate is the backbone and engine ro...

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