Dave Jose - Financial Adviser

Dave Jose - Financial Adviser

Specialist in corporate pensions, auto-enrolment, transfers, personal pensions, divorce and investments. Dave is fully-qualified to Diploma level and holds a pension transfer qualification.

Gerry Williams - Financial Adviser

Gerry Williams - Financial Adviser

Gerry is has worked in the financial services industry for over 25 years and he currently specialises in pensions, investments, and protection.

Ian Bavey - Mortgage Adviser

Ian Bavey - Mortgage Adviser

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 a Financial Adviser just a year later.

Kate Mail - Paraplanner

Kate Mail - Paraplanner

As Paraplanner, Kate works with the team of Financial Planners / Advisors to help prepare financial plans for our clients.

Lucy Whatley - Administrator

Lucy Whatley - Administrator

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 Hammett - Financial Adviser

Charles Hammett - Financial Adviser

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 a Financial Adviser.

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