Meet the Team

  • Michael Gillen

    Director & Wealth Manager

  • Tristen Bell

    Managing Director & Head of Compliance

  • Emma Chapple

    Mortgage Manager

  • Natalie Prince

    Mortgage Manager

  • Joanne Rotherham

    Administrator

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

Our Values

Our values are at the core of who we are and what we do.  Building trusted relationships and supporting the wellbeing and success of our people, our customers, and our island is the drive behind what we do.