Our North Star

“We help people feel confident, free, and in control of their financial lives.”

Tristen Bell, Managing Director & Chartered Financial Planner

Meet the Team

  • Michael Gillen

    Director & Wealth Manager

  • Tristen Bell

    Managing Director & Head of Compliance

  • Emma Chapple

    Mortgage Manager

  • Natalie Prince

    Mortgage Manager

  • Joanne Rotherham

    Administrator

Our Values

Our values are at the core of who we are and what we do.  This enables us to build trusted relationships and support the wellbeing and success of our people, our customers, and our island.