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.




Leila Daoudi


Graduating in Mathematics from The University of Manchester, Leila has worked as our Paraplanner since April 2021. She is currently working towards completing Level 4 Diploma in Financial Planning Qualification with the CII.