Learn more
about our team.
William Kiely Chartered ALFBF
Managing Principal & Financial Advisor
Will started his career in 2004 with a well-known high street bank. After 11 years developing his career to Financial Planning, Will was suddenly made redundant as the impact of legislation made most UK banks pull away from providing financial advice.
07900 223 467
Email Me
Alexander Matthieu DipPFS
Wealth Management Consultant
Alex brings a wealth of professional experience and a diverse educational background. Hailing originally from Romania, Germany and then Spain, Alex has built up international business experience and this has given Alex a great understanding of clients needs.
07376 767 733
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Caroline Rostron DipPP
Wealth Management Paraplanner
Caroline started her first role in financial services in 2001, developing her career with a large high street bank.
0121 661 7014
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Francesca Grainger
Wealth Management Executive
Fran joined us in 2020 having spent all of her career at a well-known travel agency since 1996. This is where she developed amazing customer service skills
0121 661 7014
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Samantha Hems BA Hons DipFA
Financial Advisor
Samantha is a dynamic advisor dedicated to helping clients achieve their financial goals.
0121 661 7014
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Jonathan Hems DipFA
Financial Advisor
Jonathan started his Financial career back in 2007 as a Mortgage Advisor with Arden Financial.
0121 661 7014
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London Stock Exchange
| Value | Move | % |
| FTSE 100 | ||
| 8189.59 | -30.021  |
-0.365 |
| FTSE 250 | ||
| 20635.07 | 12.281  |
0.06 |
| FTSE 350 | ||
| 4518.86 | -14.01 |
-0.309 |
| FTSE All Shares | ||
| 4475.6 | -13.79 |
-0.307 |
| Dow Jones | ||
| 42233.05 | -154.52 |
-0.365 |
| Nasdaq | ||
| 18712.748 | 145.559 |
0.784 |
Currencies
| Value | Move | % |
| 0 | ||
| 1.201 | -0.001  |
-0.116 |
| GBP/NOK | ||
| 14.21 | -0.057 |
-0.396 |
| 0 | ||
| 13.833 | -0.006 |
-0.046 |
| GBP/USD | ||
| 1.302 | 0.001  |
0.053 |
Biggest Movers
| Value | Move | % |
| SEGRO | ||
| 795.6 | +52.4 |
+7.05 |
| easyJet | ||
| 477.8 | -18.1 |
-3.65 |
