Meet the team

Our team of financial advisers has amassed a great deal of experience over the years.

Click on each team member for more information.

Headshot of Jason Ricketts
Jason Ricketts

Independent Financial Adviser


Advises: Professionals, people approaching and in retirement

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Headshot of Patrick Foley
Patrick Foley

Independent Financial Adviser


Advises: Professional footballers and business owners

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Headshot of John Varady
John Varady

Independent Financial Adviser


Advises: Professionals, people approaching and in retirement

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Headshot of Akash Gupta
Akash Gupta

Independent Financial Adviser


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What our clients say

Take a look at some of our client stories and find out why they’ve chosen us as their independent financial advisers.

Patrick has been a great help in organising my finances and giving clear advice across all areas including the business, with the future in mind.

CEO, Multi-billion pound UK property company

Patrick was able to help me to fill the gaps I didn’t know I had in my financial planning. He is able to link my personal situation with that of the company and offer joined-up thinking across both areas.

James Townsend, Co-founder at KONTOR

On and off the pitch it is important to have a team around you that you can rely on and Patrick is a key part of my team. I have known him for many years and have great peace of mind with him as my financial adviser. Not only does he act as a sounding board for me, but having things taken care of off the pitch so well allows me to concentrate on my football. I have had no hesitation in recommending him to team mates at club and country level who have had similar experiences to me in their dealings with Patrick

Alex Oxlade Chamberlain, Professional Footballer, Liverpool FC

Having Patrick as part of our team has been a massive peace of mind for me as I know things off the pitch are taken care of and my family and I are being looked after in an open and honest way.

Matt Ritchie, Professional Footballer, Newcastle United FC

I met Jason Ricketts some 15 years ago when he managed to put all my employment pensions together. My pension now works far more efficiently and performs very well. I would recommend him and his team to anyone.

Jeffrey Wright, London

I have been working with John for over 15 years. Working within the Reassurance Industry keeps me incurably busy, but John is able to work around these commitments to ensure I am regularly updated on my financial plans.

Charlie S, Brentwood Essex

At the outset John completed a full review of my financial circumstances while I was working offshore, putting forward a recommendation based on my plans to retire in the UK. The service he provides is excellent and one that I have come to rely on.

Richard W, Northamptonshire

I have found them extremely helpful, competent and professional and key for me, patient and willing to listen. They explain things clearly and will take the time to analyse and discuss the options. Not being tied to any particular product they include a diverse range of options, but a clear rationale for their recommended choice.

Lloyd Tunnicliffe, Bishop's Storford

I’ve been working with John for 30 years. During that time, I have had children, moved to a new house, job and country several times. At every stage, I’ve had someone to help me think through my personal ambitions and lifestyle choices and to identify the best investment opportunities.

Richard O, Esher Surrey

One day an article about my old company caught my attention and I read in horror about a potential issue with its pension fund. After discussing my concerns, Jason found a solution which took into account my current status as a resident in Spain and, more importantly, my need to secure the pension that I had worked so hard for.

Alison Hook, Murcia Spain

Placing your financial future in anyone’s hands is a major decision and is ultimately underpinned by trust. I liked John’s understated sense of experience, solid track-record and the clear depth of market knowledge that was evident. No sales pitch and no fast talk! Regular check-ins have provided reassurance and updates to the investment portfolio have made all the difference.

Rupert Young, Dubai

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