James Kitson
I’m a chartered qualified independent financial adviser with nearly 20 years of experience having entered the industry in the summer of 2005. I now have over 17 years of experience as a financial adviser and have spent this time specialising in providing holistic financial advice to private wealth clients. I have considerable experience in all […]
Jon Routledge
I have practiced as an independent financial adviser since 2008; specialising in providing professional bespoke solutions to meet private clients needs. I provide holistic financial planning services, applying my qualifications and expertise in all areas of individual and corporate wealth management. Investing in quality advice is the most important and valuable investment you can make. […]
Lauren Bond
I have enjoyed working in the Financial Services Industry since 2016. My aim is to find the most suitable deal across the market for each individual client or family. I have knowledge in all areas of mortgage and protection advice, including first time buyers, home movers and remortgages, in both the residential and ‘buy to […]
Matt Barrow
I have been working in the Financial Services profession for over 30 years, holding Senior Leadership positions within Aviva and for the last 8 years as a Chartered Financial Planner. Being a whole of market adviser I can provide independent financial advice in all areas of financial planning: protection, retirement, savings, and investments. I specialise […]
Ray Tammam
I am a very experienced Chartered independent financial adviser having started giving financial advice in 1997. I specialise in advising on tax-efficient solutions for your savings and also reviewing any pensions and/or investments you may have that haven’t been professionally reviewed for more than a year. By being completely independent, I am not tied to […]
Rob Wyke
I am a qualified Independent Mortgage and Protection Adviser with 44 years of experience working in the financial services industry. I work with my clients to help them to achieve their most meaningful financial plans and objectives, ensuring that they receive a personal and professional service that is tailored to their needs.
Rob Halsall
My role as a financial planner is to work closely with clients to help them achieve their goals and ambitions. I will ensure that a trusted relationship is developed so that I can provide quality advice to you that can be relied upon over the long-term. With over 14 years’ experience in financial services, I […]
Simon Maher
I have been working in the financial services industry for over 30 years holding various positions in that time and providing financial advice to my clients since early 2000. I have considerable experience in all areas of financial planning including wealth, retirement, and protection advice. I also specialise in corporate financial planning supporting businesses with […]
Andy Williamson
I have over 10 years’ experience as a Chartered Financial Planner, providing holistic financial advice and planning to private clients and business owners. I am able to advise on all wealth and financial planning areas, but I specialise in providing pre and post-retirement advice including, technical pension planning, and estate planning. As a Chartered Financial […]
India Stott
I have been in the financial services industry since 2013, and am a qualified Independent Mortgage, Protection and Equity Release Adviser. I take a holistic approach with my clients to ensure they reach their financial planning goals, aiming to take the stress out of the house buying process. I also specialise in bespoke solutions to cover […]