Our Team
Silvia Medeiros
Silvia joined us in November 2024 and brings over sixteen years of experience in the financial services industry. Prior to joining the firm, she worked as a Financial Planning Manager for a leading high-street mutual building society. She has held a variety of roles within banking across both the UK and Portugal.
Since joining us, Silvia has worked closely with Nick Young, gaining a deep understanding of our strategies and the high level of service we provide to our clients.
She takes great pride in helping clients achieve their financial objectives by developing tailored strategies that reflect their individual circumstances. “Seeking financial advice can be dauting at times, I am committed in helping you throughout this journey making you feel secure and giving you peace of mind about your financial future”.
QUALIFICATIONS
- Post Graduate Diploma in Business Administration (Canada)
Chartered Insurance Institute
- Diploma in Financial Planning (Level 4)
- Certificate in Financial Planning CeFA
View the full team
Planning your financial future as if it’s our own
This remains our long-term commitment to you and applies to all, whether you are a private or corporate client.
35+
Years of
financial expertise
The investment solutions, tax planning strategies and processes we implement for our clients are exactly what we do at a personal level.
We can think of no better endorsement than that.
OUR FINANCIAL ADVICE SERVICES
Financial Planning
Estate Planning
Retirement Planning
Protection Planning
Investment Planning
Corporate Services
START YOUR JOURNEY WITH US TODAY
We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.
WHAT OUR CLIENTS ARE SAYING
Happy clients are the bedrock of any business and ours is no exception.
