The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Adam Melia

Director and Financial Planner

Having experienced success within HSBC and Blue Wealth over a 20 year career, the natural progression was to start my own advisory form. The growth of the business coincided with the growth of our family giving a total of 3 children and 2 dogs and my Wife, Leanne. I genuinely view my clients as friends and have enjoyed working with them towards achieving their goals whilst being able to take time out to spend with my family.

Jill Houghton

Office Manager

Jill has been with the Company since the beginning, coming from an events and administration background she has enjoyed watching the business grow and helping build procedures and systems.  She lives with her partner and 2 cats and spends most of her spare time in their campervan in the great outdoors.