Meet The Team

Jonathan Treliving

Senior Financial Adviser

Planning for your financial future can seem like a large undertaking, but you don’t have to do it alone. I’m here to guide you on your journey, helping you make sense of pensions, investments, and wealth management so you can move forward with confidence.

With 20 years in financial services, I’ve supported clients like you through life’s important decisions—whether that’s preparing for retirement, growing investments, or protecting your family and business. My approach is straightforward and personal, focusing on what matters most to you. This isn’t just about financial planning—it’s about providing safety and stability for you and your family.

I’m here to help you grow and stay on track, whatever life brings.

Chris Bishop

Senior Mortgage Adviser

With over 34 years in the financial services profession, I find it exciting to help clients improve their financial situations. Buying a property is a significant achievement, and being part of that journey brings me immense satisfaction. I spent the first 28 years of my career at Barclays Bank, gaining valuable experience before transitioning to become an independent adviser at Vanmark financial services. After six years, I appreciate the relationships I’ve built with colleagues and clients. Given the complexities of property financing, having access to the entire market is essential for providing the best service.