Each member of our team is here to support you on your journey. Come and meet us.
Director, Chartered Financial Planner, Registered Life Planner® and Certified Financial Coach.
I believe my role involves helping our clients understand themselves so that they can make purposeful decisions about their lives.
Mortgage & Protection adviser
The best part of my job is arranging a mortgage for people to buy their dream houses. I also protect their lifestyle by arranging insurance.
I have a degree in Money, Banking and Finance. Day to day, my role involves supporting the advisers’ work, helping with mortgage applications, insurance and pension transfers.
Client Care Manager
What do I enjoy most about my job? Getting mortgage offers out and seeing people complete on their mortgage. It's so rewarding knowing I've helped someone achieve their dream
How we feel about our finances is often linked to how we feel about other aspects of our current life and past experiences. There may, therefore, be times when the help we provide as financial planners isn’t enough on its own to meet your needs in achieving your goals.
To aid our clients in overcoming all obstacles – financial, emotional, practical and psychological – we provide access to a highly skilled team of professionals, all experts in their field.
There is no obligation to use this wider support. Each member of the team is simply here to support your journey should you feel you want or need that support.
Our team includes:
- A psychologist
- Two psychotherapists
- A hypnotherapist
- A nutritionist
- A travel agent
- A TRE® therapist