Martin is a holistic adviser with decades of exerience in pensions & investments, mortgages, equity release, later life & estate planning, and much more.
Bernie comes from a Life Office and Banking background and now specialises in pension planning, wealth management, later life advice and estate planning.
Chris is a highly experienced mortgage specialist, working in the area for over 30 years. He specialises in new builds and Help To Buy as well as personal and corprate protection.
Jim is a specialist mortgage and protection consultant of many years. He happily operates nationally via remote meetings as well as offering face-to-face appointments from his base in Plymouth.
