Our Team

The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Gareth Doeg

Director / Financial Adviser

Gareth embarked on a successful career as a Financial Adviser in 1991 and since then has maintained his commitment to improve his technical knowledge and competence. His wealth of practical experience, combined with his dedication to provide the highest possible standards of advice and customer service, has enabled the diverse range of individual and corporate clients to embark on and maintain beneficial long term relationships.

Gareth is married with two sons and lives in York. His interests out of work revolve mainly around his family, 6 a side football and playing tennis at his local club in Poppleton. He also has a keen interest in all types of motorsport.

Niki Doeg

Director

Niki has an extensive background in operational management, project management and communication with experience gained in Banking, Telecomms and a range of FTSE 100 firms.

Niki is married and has two very sporty boys. She enjoys cycling, reading, going to the theatre and cinema, and she also likes to take part in far flung adventures with friends.

Scott Clayton

Client Account Associate

Originally from Sunderland, Scott moved to York upon the completion of his Bachelor of Law (LL.B) degree and is currently studying to obtain his level 4 Diploma in Regulated Financial Planning.

Outside of work Scott enjoys reading, going to the cinema and spending weekends away exploring the countryside with his husband in their caravan.

Ben Williams

Client Account Administrator

Ben has embarked on establishing a career within Wealth Management and is currently studying in preparation for the first of his exams for the level 4 Diploma in Regulated Financial Planning.

Outside of work Ben enjoys going to the gym and listening to music with his friends, on the weekends he enjoys watching motor racing and going to car shows in his 1970 beetle with his dad and twin brother.