Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Ursula Sweis

Group Regulatory Director

Ursula has worked in financial services for almost 20 years specialising in compliance and risk. She was awarded the Fellowship position of The Personal Finance Society and has been a Chartered Financial Planner since 2016.

She has held the Diploma in Compliance since 2010 and became a General Data Protection Practitioner in 2017.