Principle and founding member who specialises in mortgage related insurances as well as pensions and investments.
Founder member specialising in mortgages and related insurances.
Joined the team in 2008 to specialise in retirement planning, inheritance tax planning and limited company work.
Specialising in Life and Critical Illness Insurance, Investment, Pensions and annuity choices.
Linda Williams – Office Manager
Joined us in 2005 as Office Manager specialising in liaising with mortgage lenders, administration and adviser support.
End to End Support
We ensure clear and regular communication during any process.
We continually support clients after their purchase
We offer a high level of customer experience