contact us: help is never far away
MEET THE TEAM
INDEPENDENT FINANCIAL ADVISER (Director)
Experience: Worked within the Financial Services since November 1990
Strengths: Sincerity, organisation, man management, diplomacy and hard work.
Enjoys: Face to face contact, working with successful companies & Individuals, good conversation, simplicity and networking.
Favourite things: Football, Golf, Humorous People and a good old Sunday roast.
Comments: “happiness is not about having what you want, it is simply wanting what you have.”
Independent Financial Adviser (Director)
Experience: Longer than would like to admit but pre 1990
Strengths: Technical knowledge, communication, honesty and patience
Enjoys: Building lasting client relationships, new challenges, resolving client problems.
Favourite Things: Fine wine, skiing, good food, family and friends.
Comments: Whether you believe you can do a thing or not, you are right- Henry Ford.
Experience: Worked within the Financial Services since August 1999, progresing from office junior to a paraplanner with a financial diploma
Strengths: Working as part of a team, self motivation, hard work
Enjoys: Teamwork, researching financial products and funds, completing jobs succesfully, learning new things
Favourite things: Live music, good books, socialising
Comments: Put your heart, mind, and soul into even your smallest acts. This is the secret of success.
Experience: Administrative background in Assurance since 1987
Strengths: Conscientious, hardworking with attention to detail
Enjoys: Meeting new people
Favourite Things: Eating out and going to the Theatre
Comments: Working in the Financial sector has changed over the years, which brings new challenges and that makes the job interesting