Meet our team

We are always happy to offer our time, to establish how we can help. Our initial meeting is at our cost.

Oliver McDonald​

Managing Director and Independent Financial Adviser

Oliver has a wealth of knowledge and experience, having worked in financial services for nearly 15 years.

Ian Abbott

Non Executive Director

Ian Abbott has spent 13 years in the healthcare market, starting with Aviva Health, (Norwich Union at the time), then spent seven years with leading IPMI...

Nick Hale

Non Executive Director

Nick Hale has had a long and diverse career in the Health Insurance and Employee Benefits arena, having worked previously for large UK insurers and intermediaries alike.

Oliver has a wealth of knowledge and experience, having worked in financial services for nearly 15 years. Narrowly avoiding a career in accounting, Oliver found his calling in financial advice combining his love for numbers and conversation.

Finding the corporate world of Barclays and Lloyds Bank frustrating, he decided to venture out and joined an independent financial advice firm in Brighton after studying for his Diploma in Financial Advice. Oliver later became an Associate Director.
During this time Oliver gained extensive experience advising personal and corporate clients from all walks of life. Eventually, Oliver felt there was a better way to deliver financial advice. One that helped clients make sense of their finances and embracing technology without the confusing jargon.

Oliver had a vision of helping to educate clients, helping them to achieve their financial goals and improving their financial health (and wealth). This vision is shared by non-executive directors Nick Hale and Ian Abbott, so in 2021 they joined forces to create an exceptional financial advisory business, centred around corporate and personal advice for clients, not just for the ultra-wealthy.

Oliver specialises in personal and corporate pensions advice, investment advice and insurance advice.

Outside of work Oliver lives in the sunny seaside town of Worthing with his wife, two daughters and dog. You will normally find him training or competing in cycling & triathlon events at the weekend, along with skiing whenever possible and attempting to train his German pointer!

Ian Abbott has spent 13 years in the healthcare market, starting with Aviva Health, (Norwich Union at the time), then spent seven years with leading IPMI insurer, Bupa Global in a number of senior sales roles across the Corporate, SME and Individual business channels.
Leaving as Head of UK Intermediary Distribution, having assumed responsibility for a range of duties including strategic broker management, proposition development and responsibility for UK revenue delivery.

Outside of work, Ian lives in Brighton with his wife and daughter and has a passion for history. He is a regular badminton player and has the unfortunate responsibility of supporting Ipswich Town FC….much to the recent entertainment for the rest of the office…. Annual ski trips and a love of travelling are top priorities when time allows.

Nick Hale has had a long and diverse career in the Health Insurance and Employee Benefits arena, having worked previously for large UK insurers and intermediaries alike. His client experience has spanned individuals, SME’s and large corporate clients in a sales, implementation, account management and strategic capacity.

Nick is the founding Director of Engage Health Group, a whole of market Employee Benefits Consultancy helping businesses of between 2-5000 employees to navigate the complex world of staff benefits. This includes consultancy, the sourcing of insurance mechanisms, broking and platform technology.

On a more personal note, Nick is married and a father to two young daughters who keep him on his toes! He is a keen runner, avid traveler, and season ticket holder at Brighton & Hove Albion.