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. Brian has worked in Banking / Financial Services since leaving college in - 1974. With over 44 years of experience, Brian is well versed in all aspects of general financial planning and as a Financial Adviser he is well placed to give unbiased and professional advice on most financial matters. Brian has a trusted and experienced team of administrators to assist with client care and services. The lead administrator - Tracey Jordan has been working alongside Brian since 2004 and is a trusted professional both to the business and to clients.
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
