our advisers
We have a face-to-face advice service where we can meet at a location of your choice (usually in the comfort of your own home) and a telephone advisory team who can contact you at a mutually convenient time. Just let us know which you prefer.
We also have a team of client representatives to handle any of your queries and arrange appointments with our advisers.
All our advisers have regular training to ensure their technical knowledge is kept up-to-date. Many have also been with us for over 10 years, and our commitment to delivering excellent, long-term service lies at the heart of what we do.
What’s more, our financial advice is provided without obligation or hard sell - instead we simply provide honest advice on what’s best for you.
To give you a flavour of who we are and what we do, here are profiles of three of our team.
financial adviser (face to face)
Born in Doncaster and raised alongside a younger sister, Gary was educated at the North Border Comprehensive, where he proved sporty as...
financial adviser (telephone advisory team)
Barry was born at RAF Halton in Buckinghamshire. He moved around a little as his father was in the forces before settling with his family...
client representative
Born in Gloucester and educated at Ribston Hall Grammar School for Girls, Carol enjoyed all aspects of school life especially netball. ...
