Meet the team

    • Kirsten Dalton

      Kirsten Dalton - Managing Director

      Kirsten has specialist expertise working with clients who are post retirement and seeking later life planning or trust solutions. She is also a qualified solicitor, but we don't hold that against her! At the weekend you'll find her at the theatre or cooking up a storm.
      Find out more about Kirsten

    • Jeremy White

      Jeremy White - Director

      Jeremy is our resident pensions expert. His specialty is clients at or nearing retirement, providing them with 'sleepability'. When he's not doing that you'll find him taking long strolls in the country, supporting rugby or relaxing with a glass or two of great wine.
      Find out more about Jeremy