Our Community
As a team that lives and works in the North East and as a business that supports people primarily located in the region, it is essential that we help our local communities. As well as being regular supporters of charities including Sport Newcastle and the Newcastle United Foundation, we frequently contribute to campaigns that benefit our local area.
We are proud to support the following organisations:




Navigating Wealth.
Protecting Lifestyles.
Our People
Meet the Team
Ian McElroy
Chief Executive
Jess Swindells
Managing Director
Paul Blight
Head of Wealth Management
Neil Marshall
Wealth Manager