Our People

Andrew graduated from Portsmouth University with a degree in Mechanical Engineering. He has been a Financial Adviser since 1997 and advises individuals, families and companies on their financial planning needs. In addition to the required financial planning qualifications, Andrew has achieved Chartered Financial Planner status and is also a Fellow of the Personal Finance Society (FPFS) by examination.
His objectives are to provide excellent service and high quality advice to his clients, in a clear and uncomplicated way.

Bruce has been providing financial advice since 1986.
In addition to the minimum standard financial planning qualifications, Bruce has achieved Chartered Financial Planner status and is also a Fellow of the Personal Finance Society (FPFS) by examination. In addition he is a member by examination of the Society of Trust and Estate Practitioners (TEP).
Bruce's purpose is to enable clients achieve their financial goals through a range of distinctive financial services. He offers friendly, expert advice to individuals as well as businesses.

Stephen has been providing financial advice since 1989.
In addition to the minimum standard financial planning qualifications, Stephen has achieved the Investment & Risk (CF2), Personal Taxation (JO1), Financial Services Regulation and Ethics (RO1), Mortgage Advice (CF6) and Lifetime Mortgage Activities (CF7) qualifications with the Chartered Insurance Institute (CII).
Stephen provides advice and makes recommendations to his clients after assessing their individual financial needs. He advises a wide range of clients including private individuals and businesses offering financial planning in the areas of Investment, Mortgage and Retirement Planning.

Matthew has been providing financial advice since 1986.
In addition to the minimum standard financial planning qualifications, Matthew has achieved the Personal Tax (J01), Investment & Risk (CF2), Mortgage Advice (CF6) and Lifetime Mortgage Activities (CF7) qualifications with the Chartered Insurance Institute (CII).
Matthew has an excellent business relationship built up over many years with his clients. He also welcomes new clients. Matthew will make his recommendations after assessing his client's financial needs and researching the market for a tailor made solution. He advises a wide range of clients including private individuals and businesses offering financial planning in the areas of Investment, Mortgage, Protection and Retirement Planning.

Nicholas has been providing financial advice since 1998.
He has achieved the Mortgage Advice (CF6) and Lifetime Mortgage Activities (CF7) qualifications with the Chartered Insurance Institute (CII).
Nicholas provides advice and makes recommendations to his clients after assessing their needs in the areas of mortgages, term assurance, critical illness cover, income protection, private medical insurance, buildings & contents cover and accident sickness & unemployment cover.