Call: 01539 561901

Meet the team

Our team gives you access to over 100 years of experience in the financial services industry. - there is little we won't have seen before and dealt with.

We are passionate about providing a professional, ethical and customer focussed service to our clients.We have an office mantra - service, service, service. We believe in the slightly unfashionable view that this is what clients value most - in fact this is what external research tells us too!  You wont have to wait in a queue for your call to be answered; you wont be passed continuously from one person to the next but you will receive personal first class service from highly experienced individuals.

We are different because we don’t dictate what you do. We take our job title seriously in that we are here simply to make sense of the options available to you and educate you to the point where you feel comfortable to make a decision.


So, now let's introduce you to the team...