Siobhan specialises in investment advice and pensions planning for both corporate and private clients.
Specialist in corporate pensions, auto-enrolment, transfers, personal pensions, divorce and investments. Dave is fully-qualified to Diploma level and is one of only a few holders UK-wide of the FCA Pension Transfer Specialist Licence.
Gerry is fully qualified to Diploma level and has worked in the financial services industry for over 25 years and he currently specialises in pensions, investments, and protection.
Ian has worked in the financial services industry for over 20 years. Ian started his career as a Paraplanner, and moved to work in the City of London in the year 2000, qualifying as an IFA just a year later.
As Paraplanner, Kate works with the team of Financial Planners / Advisors to help prepare financial plans for our clients.
As Office Manager Lucy is responsible for all aspects of administration and organisation, as well as liaising with clients and our product and service providers.
Charles has almost thirty years’ experience in financial services, having worked as a commercial bank manager for Royal Bank of Scotland and Clydesdale Bank prior to becoming an Independent Financial Adviser.