Meet our team
Robin Lunn DIP PFS
Robin has 25 years experience in Financial Services, having been a business development manager with Norwich Union and Axa wealth for 23 of those years.
Robin is involved in many community-based activities in his local area. He has an AFPC and Diploma qualification and his area of greatest interest is in retirement planning.
Wayne Poulton FCII DipPFS
Wayne is a Fellow of the Chartered Insurance Institute and a Chartered Insurance Practitioner.
Wayne has worked in Financial Services for over 35 years, previously as a Manager and Representative of leading Insurance Companies and for the past 25 years has been the Managing Director of Eastmills Limited.
Wayne specialises in areas of advice including pre and post-retirement planning, capital investment and protection planning, with particular involvement in income provision for retired clients.
Andrew Wheeler Dip PFS EFP Cert C.I.I (MP)
Andrew has been working in financial services for over 25 years.
With a large amount of auto-enrolment and workplace pension scheme knowledge, Andrew also enjoys helping client's with retirement planning, making certain you don't run out of money in retirement and making certain your money is passed on as tax efficently as possible
Andrew enjoys helping on such financial matters in pensions, short and long term tax-efficient investments and financial protection
Philip Granger-Quinn MSc FPFS
Phil has worked in Financial Services since 2007 and has since worked for several Financial Planning firms becoming a Chartered Financial Planner in 2014.
Phil has wide knowledge of pensions, investments as well as specialist experience of Inheritance Tax planning.

