Category Archives: Management

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 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