About Us

Meet our team

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

Mike Nicholson

Financial Planner

From January 1991 to September 1995 Mike was a Company Representative of Guardian Royal Exchange.

Mike is both a Certified and Chartered Financial Planner, qualifications held through the Personal Finance Society and the Institute of Financial Planning. He subscribes to the rules and code of ethics of both organisations.

Mike is also an Economics Graduate from the Manchester University Economics Department.

Dennis McLoone


Dennis is our Administrator and has been with us since August 2006 after serving 32 years with Standard Life in the same capacity.




Sarah Troughton


Sarah is a Paraplanner and our most recent arrival having joined at the beginning of March 2015. Sarah graduated in 2014 with a First Class Honours Degree in Financial Services, Planning and Management.