Paul co-owns the business with Frank Levins and specialises in Pension and Investment planning as well as advising charities and private sector companies on their Employee Benefits Schemes. He worked for Scottish Widows for 14 years and became an Independent Financial Adviser 20 years ago. He is very approachable and able to explain complex issues in plain English.
Robert joined the company in 2008 having spent 2 years at Halifax Bank of Scotland, where he gained experience in the Commercial Banking environment and also the mortgage market. Robert is a fully qualified adviser, having achieved exceptional results in the investment part of the advanced financial planning examinations. He primarily deals with private clients, providing advice on a wide range of subjects.
Chris joined us in 2012 having spent over 10 years working for 2 of the largest pension and investment providers in the UK. Chris’ friendly and professional approach has helped him to become an essential part of the team. He possesses a strong knowledge of pensions, particularly in relation to the new Automatic Enrolment regulations and how these affect corporate clients.
Sharon is our Office Manager and oversees all the administration functions as well as being the mathematical genius within the Company, having achieved a Degree in this subject.She provides techincal support for Frank and Robert.
Ann joined the Company in 2010 having spent 19 years at Cheltenham and Gloucester where she gained experience in the mortgage market, training and the banking industry. Ann is the friendly voice at the end of the phone and keeps everyone organised.
Simon was appointed as he has a wealth of technical knowledge and administrative experience, particularly in the employee benefits area, having spent 10 years working for a national firm of independent financial advisers. Prior to that, he worked for two insurance companies. He tries to keep Paul organised, which he claims is the most demanding part of his role! Simon holds the Diploma in Financial Planning.
Carey joined the Company in 2016 to provide support for Chris and has worked in a variety of roles within Financial Services for over 30 years. These include paraplanning, financial advice, compliance, marketing and management in financial adviser firms, life and pension companies and his own company.
We are a firm of Independent Financial Advisers based in Hertfordshire. Our team of four financial advisers has over 90 years of collective experience in financial services. They are supported by our dedicated in-house administration team. The wealth of experience, knowledge and qualifications of our advisers and support staff ensures we can provide professional and impartial advice to all our clients.
Our philosophy has always been that every client is different and therefore we provide bespoke, independent financial advice based on each client's individual needs and circumstances. We recognise the importance of taking the time to fully understand our clients' situation and will always strive to give practical, logical and, most importantly, understandable advice. We will only ever recommend solutions that we feel our clients are comfortable with and which we would be happy to use ourselves.
All of our business comes by way of personal recommendation from existing clients or professional connections. We consider this a strong endorsement of our philosophy of working closely with clients, adding value and exceeding expectations.
We can provide professional advice for individuals, companies and organisations with the following needs:
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