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

  • Jonathan Smith

    Protection & Employee Benefits Manager

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.

1. Be Authentic

We understand our clients, respect their individuality, and help them be the best they can be.

2. Act with Integrity

We put clients’ interests first and communicate with openness and transparency.

3. Pursue Excellence

We deepen our knowledge, uphold our credibility, and take accountability for the highest standards.

4. Be Dependable

We honour our commitments consistently and do what we say we will do.

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