Category Archives: Management

Financial AdviserColm is a general practitioner dealing in investments, retirement planning, company pension schemes, and life and critical illness plans. Colm has 3 children, Liam is qualified as a Quantity Surveyor specialising in Passive House building. Dan is a contracts… Continue Reading Colm Brennan

Mortgage and Protection AdviserHaving attained his CeMAP qualification Mark has spent over 10 years advising and helping clients through the mortgage and protection maze. With many lenders and insurers out there, with often difficult criteria challenges, Mark is able to… Continue Reading Mark Walker

Financial AdviserDavid is a general practitioner dealing in investments, retirement planning, company pension schemes, mortgages and life and critical illness plans. David is married to Emma and has three children, one left Southampton University, in July 2023 with a 2:1… Continue Reading David Valder

Chartered Financial PlannerWesley enjoys providing holistic advice and complete financial planning, building relationships with and working alongside his clients throughout their lifetimes to ensure their financial plans remain in track. He specialises in Pensions and Investments and also has a… Continue Reading Wesley Ash

Chartered Financial Planner Using experience in many varied aspects of financial planning, Spencer helps clients to understand, increase and protect their assets by advising on a range of services and products from across the market. Spencer enjoys an active social… Continue Reading Spencer Franks

Financial Planner Whilst involving himself in all aspects of financial planning since 1982, he is now especially interested in investment advice and works closely with various platforms and especially discretionary fund managers at Brewin Dolphin and Rathbones. Whether the financial… Continue Reading Chris Groom