Meet the team

James McLaughlin

Trainee Financial Planner

This is James’ first role in financial services, he’s keen to learn the skills needed to become an effective paraplanner.

On a day-to-day basis you will find him preparing suitability reports and generally assisting our planners.

James outside of work

James is an Australian that has married a Brit after meeting in Africa where they both spent a few years volunteering, he loves Australian rules football and is beginning to learn to play golf.

Get to know James

On an ideal weekend, you can find me:

Watching AFL in the early hours and then playing golf

My favourite holiday destination is:

Anywhere I haven’t been yet

The first album I bought was:

The Young and the Hopeless – Good Charlotte

If I could be any fictional character, I would be:

Legolas – Lord of the Rings

If I could turn any activity into an Olympic sport, I would win a medal in:

Running quietly in Flip Flops

The best gift I’ve ever received is:

Golf clubs

The three people at my dream dinner party would be:

Zachary Merrett, Robin Williams, Matthew Rielly

Meet the rest of our team

We’re a close-knit team committed to giving our clients the best possible experience. Come and get to know us a bit better.

Colin Low

Managing Director & Chartered Financial Planner

Freya Rose Murphy

Administrator

Jess Wildig

Senior Administrator

Julie Fermor

Personal Assistant to Colin Low

Kez Shaddick

Office Manager

Lou Gladwell

Financial Planner

Will Horrex

Paraplanner

Ellie Rainger

Apprentice Administrator

Karen Whiteley

Accounts Manager

Tanishka Kawade

Administrator

Sam Wood

Apprentice Administrator

Orla

Head of Wellbeing

Get in touch

Take the first step towards the future you want. Simply contact us to find out more about how we can help.

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