Meet The Team

Jane has worked within financial services for over 12 years and is based in Warrington. An experienced & qualified Independent Financial Adviser, advising across the spectrum of financial issues, offering a local and personalised service to business owners and individuals in the North West, covering Cheshire, Lancashire, Merseyside and beyond. Jane offers friendly independent advice […]

David has worked within financial services for over 27 years and since 1999 has been based in North Devon. An experienced & qualified Independent Financial Adviser, advising across the spectrum of financial issues, offering a local and personalised service to business owners and individuals in North Devon & the South West. Based in Bideford but […]

Paul has worked within financial services for over 4 years and is based in Braunton, North Devon. An experienced & qualified Independent Mortgage & Protection Adviser. He provides Independent Mortgage advice on Residential and Buy-to-Let properties and covers North Devon areas including Barnstaple, Bideford, Ilfracombe and beyond. Your property may be repossessed if you do […]