Meet the team

Our experts have extensive knowledge and experience of financial planning and advising on mortgages. As you would expect, everyone in the team is friendly and approachable and acts with complete integrity. Come and get to know us:

Sanjay Badhan

Independent Financial Planner
& Managing Director

I specialise in detailed planning to help clients understand how much money they need in life; whether they are on track, and what they need to do to stay on track.

Anil Badhan

Independent Financial Planner

I most enjoy being able to show my clients whether they’re on course to retire at their desired age with their desired lifestyle. If not, I can provide expert solutions to help them to get where they want to be.

Sian Hewson

Mortgage adviser

I’ve been helping clients to achieve mortgage success for seven years. As a fully qualified whole-of-market adviser, I can access rates from across the market, so you’ll receive the best deal.

Ana Marques

Head of Strategy

I work closely with our MD to improve processes as well as implementing long-term policies to ensure they fall in line with our expansion plans.

Cejay-Louise Millard

Senior Administrator

As a senior administrator at the firm, I assist the advice team and help to ensure the smooth day-to-day running of our office and reception.

Edi Coser

Business Administrator

I greet clients, chase up information, and make everyone’s life easier.

Joe Bretti

Office Manager

Day to day you will find me managing the office, supporting the advisors and liaising with clients.

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Get in touch with us

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