Our Why
“Our purpose is to give people the tools and confidence to make the right financial decisions. We have a passion for money management and the financial freedom it can create so people live their best lives. “
Tristen Bell, Managing Director & Chartered Financial Planner
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Wealth Manager | Owner | Director
Mick has been providing financial advice for the last 20 years, of which the last 12 years has been for his Isle of Man Clients.
As an independent financial adviser, Mick’s emphasis is on maintaining a long-term relationship and providing them with a source of trusted advice as their financial needs evolve over the years.
Mick moved to the island in 2009 with his wife and children, and wouldn’t want to live anywhere else now. His family enjoy seeing as much of the island as they can in their spare time, taking their Labrador “Harry” (their 4th child) on adventures.
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Owner | Director | Compliance
Tristen is passionate about great financial planning and the difference this can make to your life.
A Chartered Financial Planner, Tristen has a wealth of experience across investments, mortgages and banking, more recently being HSBC Country Head of Wealth and Banking.
Tristen is Manx born and lives in Ramsey with his daughter Emily. He is a keen cyclist and runner.
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Head of Mortgages | Dreams Creator
With over 21 years of financial & banking experience, Emma is perfectly placed to guide you through the mortgage journey. Her knowledge is based on experience and you can expect first-class support to help you make the right decision.
Emma is locally born and lives on the island with her partner Jonathan and two girls Evie and Rhiannon.