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.
Edward is a qualified financial adviser who delivers advice in a wide range of areas such as Investments, Care Cost Planning, Inheritance Tax Planning, Personal Insurance and Pensions. Edward also assists individuals who need help with Wills, Powers of Attorney and Estate administration services
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.
Georgia is currently undertaking an apprenticeship in financial advice to allow her to become a fully qualified financial adviser, and also plays an active role in assisting clients in our Estate administration/probate services.