Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
I have owned a financial adviser practice for over 19 years.
My main areas of expertise is offering a common-sense approach to Inheritance tax and long term care planning for families. I am a fully diploma qualified financial adviser dealing with investments, pensions and protection needs for my clients.
Today we continue to build our strong customer focused business in this evolving financial services market place and ensuring we continue to deliver good quality advice and service that our clients have become accustomed to receiving.
I am proud to be member of our evolving team that is adapting to the industry twists and turns and be part of something that will be here for many years to come.
'I predominantly work with families offering a common-sense approach to their investment, pension and protection needs when it comes to planning for the future. I believe that offering the highest quality of service is key to maintaining a long standing professional relationship with our clients and building our brand awareness in the market place.
We offer excellent customer service promise and offer quality advice to our clients.
Like Simon, I am proud to be building a brand that I trust and know will be here for a very long time to come.
I have over 6 years experience in dealing with our clients needs and I have recently decided to become a General Insurance adviser to broaden my knowledge in this market place, by offering young families a common-sense approach to their financial needs.