Portfolio Financial Directors

Paul Pelopida
Paul has been working in the financial services marketplace for over 20 years and holds full FPC qualifications, as well as a Level 4 Diploma in Financial services, to ensure high levels of advice are delivered to all of his clients. Paul is abl... more...

Christian Roche
Christian has been working in the financial services marketplace for over 20 years and holds full FPC qualifications to ensure high levels of advice are delivered to all of his clients. Christian is able to offer financial advice in many aspects... more...

Financial Advisor Team

• Paul Pelopida (Director)
• Christian Roche (Director)
• Kyle Drew (Mortgage Advisor)
• Adam J Walker (Newport Financial Advisor)
• Leighton John (Compliance Officer & Financial Advisor) 
• Stephen Barrett (Financial Advisor)

As a company we also have many corporate and individual business introducers and partners that help us deliver the high quality of advice we insist upon