Our Independent Financial
Our financial advisers have a wide experience and are highly professional.
They have a great understanding of the financial products on the market and will explain everything simply and clearly, step by step, so you get tailored, impartial financial advice.
But that’s not all. Because you speak to them on the phone, they’ll be able to build a complete picture of your financial needs and what you want to achieve.
You’ll find them really good listeners who want to help you do the best for you and your family.
We're confident that you will want to come back to us time and time again.
Meet the advice team
All our financial advisers are fully qualified, have a wealth of experience and knowledge to offer, and are ready to help.
Chris has over 16 years’ financial services experience and became our Advice Team Manager in 2009. He’s qualified in all areas of advice and is a specialist in pension and retirement planning, long term care and lifetime mortgages. He is aiming to achieve Chartered status with the Chartered Insurance Institute.
Rachell has been advising since 2002 initially in mortgages and protection and since 2010 all areas of financial planning. Rachell is a specialist in pension and retirement planning, long term care and lifetime mortgages and is currently working towards achieving Chartered status with the Chartered Insurance Institute.
Craig has 23 years experience in financial services and has worked for some large financial companies. Craig started his advising career in Mortgages and Protection but now advises in all areas of financial Planning.
Call us now
0333 014 6267