Steve has nearly 30 years experience in all areas relating to retirement planning, savings advice, Inheritance Tax Planning and protection, with a particular specialism in investments and pensions.
Bernie comes from a Life Office and Banking background and now specialises in pension planning, wealth management, later life advice and estate planning.
An experienced, holistic financial adviser of many years with investment, pension, tax planning and protection skills, working with clients and professionals in Later Life & Trust Planning with a focus on estate planning and tax mitigation strategies.
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.
Chris is a highly experienced mortgage specialist, working in the financial sector for almost 40 years. He specialises in new builds and Help To Buy as well as personal and corprate protection.
