WE’VE MADE OUR MARK WITH AN ORIGINAL APPROACH.
We firmly believe (actually, we’d stake our reputation on it) that our success comes down to the personal relationships we have with our clients. We prefer to do everything face to face, so we get to know you better and you grow to trust us.
We’re ethical, professional and insist on the highest code of practice at all times. We operate a fair and transparent fee structure which makes working with us altogether easier.
We’re only able to offer such a personal, bespoke service because of the team we have on board, and you can find out more about them here.
BA (Hons) Dip PFS (DM)
Paul graduated from University in the City of London in 1997 with a degree in Financial Services. He went on to work for large US and UK financial planning companies which gave him a solid grounding for his future career.
Specialising in Investment Planning, Estate Planning and Pre & Post Retirement planning, including Pension Transfers. Paul also works with professional connections to advise on Trustee Investments and Inheritance Tax. His success has been built on building long term relationships with private wealthy individuals and business owners.
Outside of work Paul likes to spend his time with his wife and 3 children, he is a keen sportsman and enjoys keeping active, watching and playing football.
BA (Hons) Dip PFS
David’s key strength is developing and maintaining client relationships where excellent service and attention to detail are essential. This has helped him develop a number of Professional Connections with firms that pride themselves with similar attributes.
Outside of work David enjoys spending time with his family in Anglesey, and plays a lot of sports including Squash, Golf and Football.
Director, Chartered Financial Planner
BSc (Hons) APFS (DM)
Business Development Manager
BSc (Hons), Dip PFS
Away from work James is a keen sportsman, particularly Hockey, he plays for Alderley Edge HC and is a member of the England Masters squad.
Chartered Financial Planner
BSc (Comb Hons), Dip PFS
Rod has experience of most aspects of pension planning, specialising in the corporate pensions market including restructuring company pension schemes; employee engagement; salary exchange arrangements; and group protection. Currently Rod’s primary focus is on working with employers, accountants and solicitors to help them deal with the requirements of the Auto-Enrolment legislation, one of the biggest challenges the pensions market has faced for many years.
Over this time Janine has gained invaluable experience dealing with many private clients, including high net worth individuals, and business owners on all aspects of financial planning. This has involved working alongside solicitors and accountants to provide her clients with a holistic approach to financial planning.