The Team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Steve Cant - DipFA MLIBF
Financial Adviser
Steve established the firm in September 2006, whilst still working with Lincoln Financial Group.
Adaptation to the changing world of Financial Services creates a constant challenge, which has, and will always be, at the forefront of the firm’s client propositions.
As the principal of the firm, Steve has responsibility for the Advice and Service levels offered across Investment, Pensions and Protection planning, to both new and existing clients.
Joy Bonser - Cert PFS
Insurance Adviser/Research & Report specialist
Joy has been with the firm since inception in January 2000, moving across from her busy role as Office Manager, overseeing several high profile Advisers, within Lincoln Financial Group in Nottingham.
Since then, she has taken on several pivotal roles with the firm, including Personal Assistant/Paraplanner, IFA and Insurance Adviser.
She has specialist skills, developing strong business relationships with many clients and has provided unrivalled support and stability throughout her time with the company.
Marie Grace
Office Manager
Marie joined the firm full time in August 2020, after previously having a small part time role several years ago. She has had numerous years of experience working within large organisations such as BT and NHS, dealing mainly with telephone enquiries and emergency calls from the public.
This has enhanced her already excellent communication skills with both Clients and Providers alike.
She has become a valuable member of the team, adapting well to new client management systems.