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Meet the team

Teamwork makes the dream work.

Our advisers work closely together so you always get the right specialist for your needs. Whether it's mortgages, protection, pensions or investments, we bring our combined experience to every conversation.
Responsive, Reliable & Reassuring
Julie Howells

Founder/Financial Adviser

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Luca Murru

Administrator specialising in Investments & Pensions

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Bradley Cunnigham

Mortgage and Protection Adviser

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Jess Doherty

Administrator specialising in Mortgages

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Daniel Lamb

Mortgage and Protection Adviser

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James Honeybill

Chartered Investment and Pensions Adviser

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Helen Morton & Arthur!

Administrator specialising in Protection & Wills

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Deb Owen

Admin Manager

Teamwork
I certainly have the best jobs in the world, on many fronts Mum, Nana, Adviser, when im not doing all these I look forward to Friday night feet up with a glass of wine with the hubby . I love to go to the gym, walking and meeting up for our friends. With two grown up children they have certainly dropped down the pecking order of priority following the arrival of our first Grandchild Bobby.

Julie Howells

Founder/Financial Adviser

Joined the team - 2023

Outside work I love countryside walks with my dog Arthur, live music and gigs, travelling and spending time with family and friends – especially my gorgeous little Grandson”

Helen Morton

Administrator specialising in Protection & Wills

Joined the team - 2022

Outside of work, I’m a husband and dad who enjoys spending time with family and friends. I enjoy football, both watching and playing whenever I can. I like keeping busy, staying active and making the most of my weekends.

Luca Murru

Administrator specialising in Investments & Pensions

Outside of work, I am a big fan of all things sport and happiest either watching, playing or attempting to keep fit. I enjoy getting out hiking, spending time in the gym and, occasionally, convincing myself that signing up for a half marathon or a HYROX is a good idea (emphasis on the half!).

Most important to me is keeping active, Travelling and ensuring that I am spending most of my time with family and friends. Being social is very much ingrained in me, and if there’s an opportunity to get out and about, I’m always happy to be there — I’m the sort of person who would go to the opening of an envelope if I was invited!

Bradley Cunnigham

Mortgage and Protection Adviser

Joined the team - 2025

I’m at my happiest when either socialising with my friends, spending time with family or being in a hot country!

Jess Doherty

Administrator specialising in Mortgages

Joined the team - 2013

When I’m not working, you’ll usually find me spending time with my wife and our daughter, who always keeps us entertained and active!

I’m always on the lookout for a good coffee and enjoy the occasional round of golf (usually followed by me blaming the clubs, course, weather or anything I can besides myself!). I’m a big football fan, so weekends tend to revolve around family time, socialising with friends and football.

Daniel Lamb

Mortgage and Protection Adviser

Outside of work, I’m a husband, dad of two and cricket enthusiast. When I’m not ferrying the kids around or trying to keep up with their busy schedules, you may occasionally find me enjoying a weekend pint at the local pub. For me, life is about keeping busy, having a laugh and staying positive.

James Honeybill

Chartered Investment and Pensions Adviser

Joined the team - 1999

Outside of the office I am a fan of all sports but mainly football and Manchester United which at present is a bit like watching the Stock Market – lots of ups and downs! Murphy is my Cocker Spaniel who loves his walks and cuddles and is also the office dog.

Deb Owen

Admin Manager