Meet the planners

The people behind the financial plans

Get to know our Financial Planners, their backgrounds and experiences. These are the professionals dedicated to guiding you from ‘what if’ to ‘what next’. Each brings their own unique perspective to help shape your financial future.

Financial Planning

Woods Mullan

Chartered Financial Planner

Woods brings the same enthusiasm to financial planning as he does to sports. He thrives on helping clients unlock their potential and reach goals.

Michael Gibbins

Certified Financial Planner

Michael values the diverse experiences of his clients. He enjoys learning about their unique stories and using these insights to guide his work.

Marcus Farnfield

Chartered Financial Planner

Marcus uses his interest in systems to enhance our financial planning. He strives to help clients get the most out of life through smart finance.

Harry Dunkinson

Chartered Financial Planner

Harry believes financial planning is about more than numbers. He helps clients build enriching lives while enjoying Norfolk’s beauty in his free time.

Jasmine Granger

Associate Planner

Jasmine is dedicated to helping clients achieve their financial goals. Off-hours, she pursues her love for equestrianism, focusing on eventing.

Joel Williams

Associate Planner

Joel excels at solving clients’ financial challenges. Outside of work, he loves sports, especially football, and is a devoted Spurs fan.

Are you ready to transform your what ifs into what nexts?

Book a free hour-long conversation with one of our planners to see if we’re the right fit for turning your aspirations into reality, ensuring you make the most of your hard-earned success.

Book an Intro call