We recognise that areas of advice have become far more complex over recent years, following changes in legislation, and believe that advice at the highest level cannot be provided by the typical "general practitioner" adviser.

We have the capacity and expertise to specialise in specific areas.  This strategy has allowed us to offer a more in-depth, knowledgeable and bespoke financial advice service to our clients. These specialist teams are supported by our technical director, Mike Gordon, who is experienced across all areas of financial advice.

 

Corporate Entities

Trevor Clark

Chartered Financial Planner

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Brian Jacques

Financial Planning Consultant

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Private Client

Mike Gordon

Chartered Financial Planner

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Sarah Chandler

Chartered Financial Planner

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Neil Henderson

Chartered Financial Planner

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Claire Wilson

Financial Planning Consultant

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Medical and Dental

Mike Gordon

Chartered Financial Planner

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Trustees

Mike Gordon

Chartered Financial Planner

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