0800 03 04 008
Jonathan Walker
Managing Director
Alex Rowe
Chairman & Consultant
Steve Morris
Business Development Manager
Suzanne Walker
Fellowed Financial Planner
Andrew Edwards
Client Services Manager
Roger Easterbrook
Chartered Financial Planner
Ben Walker
Trainee Financial Planner
Adam Williams
Office Manager
Mark Solway
Financial Planner
Steve Stobie
Financial Planner
Justin Worsey
Data Analysis Consultant
Joe Rackham
IT & Administration
Jo Ross
Administrator
Kathy Eagle
Administrator
Carrie Perry
Administrator
Sarah Heal
Administrator
Karen Major
Administrative Assistant
Nicola Edwards
Administrative Assistant
Liz Robinson
Administrative Assistant
Mandy Dymond
Administrative Assistant
Jonathan Walker
Managing Director
Alex Rowe
Chairman & Consultant
Steve Morris
Business Development Manager
Suzanne Walker
Fellowed Financial Planner
Andrew Edwards
Client Services Manager
Roger Easterbrook
Chartered Financial Planner
Andrew Ross
Financial Planner
Ben Walker
Trainee Financial Planner
Adam Williams
Office Manager
Mark Solway
Financial Planner
Steve Stobie
Financial Planner
Justin Worsey
Data Analysis Consultant
Joe Rackham
IT & Administration
Jo Ross
Administrator
Kathy Eagle
Administrator
Carrie Perry
Administrator
Sarah Heal
Administrator
Karen Major
Administrative Assistant
Nicola Edwards
Administrative Assistant
Liz Robinson
Administrative Assistant
Mandy Dymond
Administrative Assistant
Professional Qualifications
Our experienced staff come from different academic backgrounds and between them hold a broad spread of professional qualifications. Many hours of study have been invested to achieve them. This demonstrates a high level of technical expertise behind the advice services provided.
They include:
- Fellow of the Personal Finance Society
- Fellow of the Association of Chartered Certified Accountants (FCCA)
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Diploma in Lending
- Diploma in Management
- Pension Transfer Specialist Accreditation
- AF3 Advanced Pension Planning
- J09 Para-planning
- BA (Hons) Business Studies Degree specialising in quantitative & qualitative analytics
- BA (Hons) German & Geography
- BA (Hons) in Management Science
- Certificate in Business & Finance Management (CIB)
- Certificate in Discretionary Management
- Certificate in Financial Services
- Certificate in Long Term Care Planning
- Certificate in Mortgage Advice & Equity Release
- Certificate in Mortgage Advice and Practice
- Certificate in Securities Advice and Dealing
- Citizens Advice Bureau Certificate in Generalist Advice
- Trustee Toolkit (Distinction in DB & DC)
- STEP Certificate for Financial Services - Trusts and Estate Planning
- Society of Later Life Advisers (SOLLA)