Meet our brilliant team
Find out about the people who make our company tick.
The Partners
Qualifications:
Diploma in Financial Planning; G60 Pensions
Specialisms:
Retirement Planning; Pensions
Qualifications:
Diploma in Financial Planning; Cert SMP
Specialisms:
Residential and Buy to Let Mortgages; Bridging Finance; Commercial Finance
The Advisers
Qualifications: Fellow of the Pensions Management Institute; Diploma in Financial Planning
Specialisms: Corporate Pensions; Retirement Planning; Investments; Protection
Qualifications: Advanced Diploma in Financial Planning; Award in Long-Term Care Insurance; Fellow of the Personal Finance Society
Specialisms: Retirement Planning; At Retirement Advice; Pension Transfers; Training Co-ordinator
Qualifications: Advanced Diploma in Financial Planning; Fellow of the Personal Finance Society
Specialisms: Retirement Planning; At Retirement Advice; Investment Inheritance Tax Planning
Qualifications: Advanced Diploma in Financial Planning
Specialisms: Retirement Planning; At Retirement Advice; Inheritance Tax and Succession Planning
Qualifications: Diploma in Financial Planning; Award in Pensions Update; Award in Long-term Care insurance
Specialisms: Long-term Financial Planning; Pensions; Investments
Qualifications: Diploma in Financial Planning; Cert CII (MP&ER)
Specialisms: Investments; Retirement Planning; Mortgages; Protection
Qualifications: Diploma in Financial Planning
Specialisms: Retirement Planning; Investments; Protection; Tax Planning
Qualifications: Diploma in Regulated Financial Planning;
Cert CII (MP); BA (Hons)
Specialisms: Investments; Protection; Retirement Planning; Inheritance Tax Planning
Qualifications: Diploma in Financial Planning
Specialisms: Pensions; Investments
Qualifications: Diploma in Financial Planning
Specialisms: Mortgages; Protection
Qualifications: Diploma in Financial Planning; BSc (Hons)
Specialisms: Investments; Pensions; Tax & Estate Planning
Qualifications: Diploma in Financial Planning; Mortgage Advice Qualification; Award in Long-Term Care Insurance
Specialisms: 'Later Life' Financial Planning
Qualifications: Diploma in Financial Planning; Certificate in Mortgage Advice & Practice
Specialisms: Retirement Planning; Investments; Protection; Tax Planning
Qualifications: Diploma in Financial Planning
Specialisms: Retirement Planning; Investments; Protection; Mortgages
The Management Team
Qualifications: Financial Planning Certificate Financial Services; Regulation & Ethics Supervision in a Regulated Environment
Specialisms: T&C Coach
Qualifications: HNC Business & Finance; PMI Trustee Certificate
Specialisms: Pensions Administration; HR & Finance; Office Management
Qualifications: BSc (Hons)
Specialisms: IT; Graphics; Systems & Process
Qualifications: Diploma in Business & Finance; CeMAP
Specialisms: Income & Expenditure Management; Banking; Financial Reporting & Analysis; Payroll


