Meet our People

Simon Linstead DipFA MIFS, Managing Director

Tel: Office 01603 673502 Mobile 07795 425540 | Email: Send message

Simon Linstead

Simon has worked within the financial services since 1999 starting his career at the former Norwich Union. After building a considerable knowledge bank he gained authorisation to provide independent advice in 2001. Two decades of developing successful business relationships lead Simon to addressing the need to offer a truly personal and bespoke client offering, by setting up his own financial advisory firm in 2009. His specialisms include company pension schemes and complex corporate advice, although he also enjoys assisting individuals reach their financial goals. As a teenager, Simon swam at national level and now actively supports his children's sporting pursuits. Simon is currently involved in a house renovation project which takes up much of his time when not working.

Laura Linstead, Office Manager

Tel: Office 01603 673502 | Email: Send message

Laura Linstead

As a Level 4 Diploma qualified individual, Laura is well placed to oversee the running of our busy Norwich city centre office. Laura is responsible for ensuring all of the research and reports produced by the Company are accurate, clear and concise in addition to performing a number of other roles including compliance support. Her past experience includes working at large insurance providers and local financial advisory firms.

Join our Team

We're always interested in talking to ambitious and motivated individuals to come and join our team. Although specific roles will be listed on our careers page as and when they become available, please feel free to send a copy of your CV to for consideration.