About us

Meet The Team

Paul

Chartered Financial Planner

Paul has completed more than 20 years in the Financial Planning Profession, through this time he has accumulated a tremendous amount of experience and technical knowledge. He is Chartered Member of the Chartered Institute of Securities and Investments and holder of the Certified Financial Planner licence.

We Provide advice on all financial planning matters including Mortgage Finance, Equity Release, Investment Advice, Pensions, Auto Enrollment, Protection Issues – (Life & Health), and Group Schemes – (Life & Health).

Victoria

Financial planning Administrator


Lisa

Mortgage administrator


Casey

Trainee Mortgage advisor

Lucy

Accounts & admin support








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