Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Mobile. 07968 754273
Edward specialises in investment planning, retirement planning and estate planning.
Edward is also involved in the local community as a member of the local Rotary club.
Qualifications: Private Client Investment Advice & Management (Level 6 passed with distinction), Diploma in Financial Planning DipPFS (Level 4), CISI Securities & Regulations (level 3), BA Hons Politics, Philosophy & Economics
Edward is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).
Mobile. 07904 383096
Daniel specialises in investment planning, retirement planning and estate planning.
Qualifications: Diploma in Advanced Financial Planning (Level 7). Private Client Investment Advice & Management (Level 6 passed with distinction). Certificate in Advanced Financial Planning (Level 6). Investment Advice Diploma, Private Client Advice (both Level 4) and Certificate in Securities (Level 3).
Daniel is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).
Qualifications: R01 Financial Services, Regulation and Ethics. R05 Financial Protection. BSc (Hons) International Business
Qualifications: Higher Diploma in Financial Planning, Chartered Institute of Bankers Diploma in Financial Planning DipPFS (Level 4). C-Map Mortgage Adviser. BSc Hons Geography and Tourism Management.
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