Kim is a trusted financial advisor who works with successful families, offering tailored wealth management strategies with a personal touch. With a background in luxury event planning, she brings a refined attention to detail, discretion, and an instinctive understanding of her clients’ lifestyles and expectations. Kim is passionate about helping clients make informed, strategic decisions that secure their long-term financial wellbeing. Her expertise in navigating the complexities of wealth management is especially valued by high-net-worth clients focused on long-term financial planning and legacy building.

Beyond her professional life, Kim has a deep love for period properties, appreciating their history, craftsmanship and investment potential. This interest often complements her work with clients who share a passion for heritage assets and high-value property portfolios.

Kim combines financial acumen with warmth and insight, building lasting relationships based on trust, discretion and results, making her a sought-after advisor in the world of private wealth.

Katrina is a highly regarded financial advisor known for her bespoke approach to mortgage and protection advice. With a background in luxury fashion, she brings a refined sense of style, precision and client service to every aspect of her advisory work. Her understanding of high-value lifestyles makes her a trusted partner for clients seeking both financial security and elegance in their investment choices.

Katrina works primarily with forever home purchasers and portfolio investors, helping them make confident, long-term decisions. Whether guiding clients through the complexities of acquiring a dream property or building a diversified property portfolio, she offers clear, strategic advice tailored to individual goals.

Known for her calm, considered approach and deep market knowledge, Katrina builds lasting relationships grounded in trust and discretion. She combines financial expertise with an intuitive grasp of her clients’ aspirations, making her a valued advisor for those looking to create lasting value and a sense of home.

Sally is a respected financial advisor with a background in fine art curation, bringing a refined eye and appreciation for detail to her work with clients seeking tailored mortgage and protection solutions. Her experience in the art world informs her thoughtful, consultative approach; ideal for those purchasing country homes or heritage properties where lifestyle and long term security go hand in hand.

A familiar voice and face in the media, Sally is regularly featured on radio and television as a trusted expert. Her clear, engaging commentary makes complex topics like mortgage structures and insurance protection accessible, especially for discerning clients navigating high-value property purchases.

Known for her discretion and insight, Sally offers a personalised service that balances practical advice with an understanding of her clients’ unique priorities. With a passion for countryside living and deep knowledge of rural property markets, she helps clients secure the right financial foundation for their forever homes.