Meet the team ...

Royden Davies 

Director and Financial Adviser

Royden has 30 years experience in the financial services advice industry built upon his degree in Accountancy.

He is licensed each year by the Chartered Financial Institute.

Hayley Owen

Director and Financial Adviser

Hayley is a qualified lawyer and qualified to undertake advisery roles.

She is licensed each year by the Chartered Financial Institute as is required by the Financial Conduct Authority.

Hayley has over 20 years experience in the world of financial advice.

Avril Standing


Office Manager/ Senior Administrator

Avril has worked with Royden for over 10 years and brings a wealth of administrative and client knowledge to the team.

Kerry Owen-Lockwood

PA to Hayley Owen

Kerry joined the firm in September 2018, having previously worked closely in an advisery capacity to Secretary of State for Defence and the Prime Minister. She predominantly works out of our Clawthorpe Office.

Jane Jackson

Senior Administrator

Jane has been with the firm since Septemeber 2017 and is integral in supporting Royden and his clients. Jane comes with over 7 years knowledge of the financial service industry, previously managing a branch of a nationwide insurance broker.

Yvonne Garnett


Yvonne is our recently appointed general administrator with a background of general office administrative experience.