Independent financial advice and planning services from a friendly team of local experts

Mark Burton

Company Director

01603 864760


Paul Macduff

Associate Director

01603 964923


Kathryn Pells

Office Manager / Adviser

01603 964918


Julian Mann

Head of Equity Release

01473 270888


Mike Hanby

Head of Commercial

01603 964917


Amy Allen

Senior Adviser

01603 980512


Ed Wales

Senior Adviser

01603 964924


Sharon Cuthbert

Head of Accounts

01603 980507


Emma Appleton

Adviser

01603 964925


Blaine Lowthorpe

Adviser

01603 964921


Lee Kiddell

Adviser

01603 964919


Sam Cubitt

Adviser

01603 864760


David Germany

Adviser

01603 864760


Paul Tripp

Gary Dixon

Nick Traube

Adviser

01603 980510


Karen Griffith

Adviser

01603 864760


Shaun Senior

Adviser

01603 964928


John Sale

Adviser

01603 864760


Pippa Heywood

Adviser

01603 864760


Lisa Edwards

Administrator

01603 964920


Will Baird

Trainee Adviser

01603 980513


Andy Hanby

Trainee Commercial Adviser

01603 980506