Encouraging you to pursue your dreams
We will help you look into the future to plan your desired lifestyle and encourage you to pursue your dreams.
We have enough knowledge, experience and skill to ensure that your financial and other affairs are organised to best effect to achieve your goals.
Our team will provide continuing care and guidance for you and your family. We will sympathetically challenge your thinking to find out what you really want out of life, create and maintain a robust plan to maximise your chances of achievement and make the necessary changes if circumstances affect your progress.
Julie is a Certified Financial Planner, a Chartered Financial Planner and a Chartered Wealth Manager.
Julie has 2 daughters – Mary and Annie and lives in Chepstow. She is a keen skier, golfer and cyclist and loves travelling. She plays tenor saxophone in the Chepstow Big Band and loves all types of music. Last year she gained her motorbike licence and also learned how to do tricks on a trapeze. She has also recently taken a music theory exam and achieved her MSA rally driving licence!
Rebecca thought she wanted to pursue a career in marine biology and went to study at Plymouth University where she gained her power boat licence and a healthy fear of deep sea diving. It subsequently emerged that she is a very analytical and prefers the more rigid discipline of financial planning and she attained her Regulated Diploma in Financial Planning in 2015.
In her spare time, Rebecca enjoys music festivals with friends, imagining herself on Broadway and discovering new films with her husband Miff.
Basil is our youngest and fluffiest team member. Basil lives with our MD, Gretchen and was adopted from Cats Protection Bridgend. He’s a classic Tabby Persian and is 3 years old. He enjoys chasing balls and feathers, frequent napping and is keen to learn to add and subtract. Basil is not permitted to give any financial advice.
Gretchen is a Certified Financial Planner and Chartered Wealth Manager.
Gretchen holds a BA (hons) in Ceramics and when she is not working, likes experimenting with all types of art and craft, including felt making, painting and crochet. She enjoys spending time with her family and friends, travelling to explore new places and entertaining her Persian cat, Basil.
Mandy has worked closely with Julie since 2002 and holds her Diploma in Financial Planning. She initially trained as a medical laboratory scientific officer and has an HNC in medical microbiology. Mandy lives close to the sea in the West Wales countryside and, when she is not working, enjoys her beautiful surroundings, her 4 grandchildren, various crafts and is a member of her local book club.
Val has over 20 years’ experience within financial services as an administrator. In her spare time she enjoys going for long walks along the coastal paths of West Wales and arranging exotic holidays for her and her husband, Graham and they have recently been to China, Hong Kong, San Francisco, Iceland and Finland. She is also looking forward to the birth of her first grandchild in July.