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 joined the financial services industry in 2001 and became National Friendly Financial Solutions Advice Team Manager in 2009. Chris is a diploma qualified Pension Transfer Specialist and also able to advise on specialisms related to Long-term care and Lifetime mortgages.
Rachell has been advising since 2002, initially focusing on mortgages and protection. Since 2010 Rachell has added advice specialisms related to Long-term care and Lifetime mortgages. Rachell joined us in 2012, is diploma qualified with the ability to advise on all areas of financial planning and qualified as a Pension Transfer Specialist.
Craig has over 25 years’ experience in financial services and has worked for some large financial service companies during his time in the industry. Craig started his advising career in 2005, is diploma qualified and advises in all areas of financial planning including two specialist areas related to Long-term care and Lifetime mortgages.
Call us now
0333 014 6267