Category Archives: Management

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 →

Financial AdviserWhilst dealing in all aspects of financial planning, he is especially interested in Pension and Investment advice, ensuring that the most tax efficient vehicle is used to achieve his clients goals and objectives, in line with their attitudes to … Continue reading →

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 →

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 →

Financial Adviser 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 →