We pride ourselves on our strong client relations, our personal and friendly approach and a knowledgeable and experienced team.
Trystan specialises in all areas of investment / trustee investment / Inheritance Tax planning, as well as long term care planning and elderly client advice.
Steve specialises in all areas of investment / retirement / pension and Inheritance Tax planning, and is also qualified to advise on mortgages, equity release mortgages and life and income protection planning.
Anthony is a member of the Society of Trust and Estate Practitioners – expert in will and trust drafting, estate and trust administration and accounting.
Kathy specialises in the provision of mortgage services, as well as life and income protection schemes from across the whole of the market.
Robert shares his knowledge and expertise with members of the existing financial planning team.
