Our Team

Our experienced advisers and administrators are able to provide advice and deliver cost effective services across a wide spectrum of individual and corporate financial planning.

All of our staff are encouraged to develop professionally and to keep their skills up to date by attending external courses and seminars. Our advisers hold the highest level of professional qualifications and are members of the Chartered Insurance Institute’s Personal Finance Society. Our administrative staff receive extensive and ongoing in-house and external training relevant to their responsibilities and duties.

We are able to offer not only general financial advice, but also specialist services – for example planning an investment or pension portfolio or arranging a group pension plan or shareholder protection for your company. Whatever area or level of expertise is required we are able to offer the services of an adviser suited to your particular needs.

It is not just the quality of advice that is important, but also the quality of administration. Our administrative support manages all aspects of administration to ensure your requirements are met in the most efficient manner.

Working together, our advisers and administrators will work to make the process of financial planning run as smoothly as possible.