Martin has worked in the Financial Services profession since leaving school in 1984 when joining Barclays Bank. He began to provide regulated advice in 1999 and holds a wide range of professional industry qualifications. His specialist area’s of advice are in the fields of Wealth Preservation, Inheritance Tax Planning and Care Cost planning.
Annabel is a qualified financial adviser who advises clients in areas which include Investments, Care Cost Planning, Inheritance Tax Planning, Personal Insurance and Pensions.
Janice plays a key role in the company’s everyday administration, whilst also assisting clients with Will writing, Powers of Attorney and Estate administration/probate services.
Claire joined us in August 2023 having spent almost 30 years at Santander as a Customer Service Manager in Norwich. Claire plays a key role in assisting clients with Estate administration/probate services as well as Will writing and Powers of Attorney.
Alfie joined us in July of 2023 after the completion of his A levels in Business, Economics and History. Alfie had originally met us in the summer of 2022 where he worked with us for two weeks during his work experience, having impressed us immensely we kept in touch. Alfie now plays a key role in the company's administration needs
Very professional in all aspects of financial advice. Everything was explained in a plain
and clear manner. Thanks for helping me through a very difficult time
So grateful for a
friends recommendation
I would recommend him to anybody
needing financial advice
I will certainly recommend your company to others, and will
contact you again if I need help
A man who is not only good at his profession, but also one who
performs it with genuine concern for the financial wellbeing of his clients
We met with James Drake. He created a very calm relaxed atmosphere for our meeting and listened attentively as we outlined our situation, the actions we had taken, the ones we were considering and the areas we were uncertain in. James was excellent in very way
, calling upon his obvious knowledge he was affirming in some areas, made suggestions for others and we felt he ‘engaged ‘ with our agenda. Throughout, there was a two way dialogue, touches of humour and a definite feeling of moving forward. Thanks James
We find him very reliable, honest and trustworthy, and always gives
sound advice when dealing with our financial affairs
Our experience of Financial Advisers had not been what you would call easy, so it was a pleasant surprise to meet
Martin who went out of his way to be friendly and efficient in dealing with all of our questions
