About Our Team
Our strength lies in our relationships with our clients, and that's all about people. We have grown over the last ten years keeping many of our original clients through to today. Its all down to our team of dedicated staff & friendly Directors.
Simmons,Edward
Age : 37
Background :
"Eddie" has been responsibe for the development of professional introducers and coroprate clients, togeter with maintaining and growing a large personal client base (mainly centred around investment planning)
Responsibilities :
He will continue to service existing personal relationships and develop new corporate connections, with particular emphasis on Director Retirement Schemes, Employee Benefits and Succession Planning.
Butcher,Jonathan
Age : 35
Background :
Jonathan has been involved in financial services in excess of ten years. He has successfully held client seminars on the subjects of redundancy councelling and capital investment advice and enjoys a high level of personal referral work.
Responsibilities :
He is to provide advice to personal clients (both old and new) with specific emphasis on Capital Investment. In addition, he will be developing his relationships with employers with a view to holding further seminars to employees.
The Financial Conduct Authority does not regulate taxation and trust advice