Our extensive team is made up of Financial Advisers, Mortgage Advisers, Estate Planning Consultants, Paraplanners and Administrative Assistants.
With offices in Norfolk and Suffolk, all our advisers and administrators are friendly, professional and committed to delivering a first-class service.
Background… The best bit… Being a translator between the extreme “finance bods” who couldn’t hold a conversation with a normal person, and real people who need help to get their money working as well as it can for them. Colleagues would say Alice is… Organised, dependable. At home… Alice is often sewing clothes for her … Continued
Background… Alex began helping out in the family business from the age of 13, so has more experience than his age might suggest. When it came to choosing a career, he was looking for a profession that allowed him to use his skills and knowledge to make a huge difference to people’s lives. Alex started … Continued
Background… Jade has qualifications in both accountancy and financial studies. She started at the company in 2017 and has developed her knowledge and qualifications along the way. The best bit… Jade loves working with the team to ensure that all clients are fully catered for. Colleagues would say Jade is… Cheeky, organised and a fast … Continued
Background… Zoe has worked in financial services for four years and has a master’s degree in economics. The best bit… Zoe loves building financial plans for clients and helping them achieve everything they want in life without running out of money. Colleagues would say Zoe is… Chatty and fun to work with in the office. … Continued
Background… Georgianna has a background in psychology and financial studies. The best bit… Georgianna loves working with clients to build a holistic financial plan and listening to life stories. Colleagues would say Georgianna is… Empathetic, charismatic and driven. At home… Georgianna enjoys spending time outdoors, from horse riding to walks in the countryside. Currently, she … Continued
Background… Aaron has qualifications in financial planning along with a degree in Physics. He has worked in the industry for over 2 years. The best bit… Aaron enjoys meeting with clients to ensure the best outcomes and sound financial plans! Colleagues would say Aaron is… Thoughtful, ambitious, astute At home… Aaron enjoys watching and partaking … Continued
Background… Shane worked has worked in financial services since 2017 and property before that, he currently holds qualifications in Mortgage Advice and regulated financial planning. The best bit… Seeing clients and developing solutions. Working with the team, improving my skills and knowledge Colleagues would say Shane is… Hardworking, dedicated At home… Shane’s 4-year-old keeps him … Continued
Background… Matt has over 11 years’ experience in the financial and insurance industry, having held roles in large insurance companies prior to moving into financial advice 8 years ago. The best bit… Matt loves working with clients and building long term relationships with them to help them achieve their goals. Colleagues would say Matt is… … Continued
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LIFETIME
