| Our Services -
Wealth Management Services -
People
Relationship Directors: Senior and experienced members of the firm who act as your central point of contact and co-ordinate our services for you. We hope you will come to see them as your 'Chief Financial Officer'.
Alastair Briggs
Ian Cooper
Simon Dixon
David Lough
Simon Lough
Clive Meek
Gary Rogerson
Portfolios and Pension Portfolios: Qualified portfolio managers.
Colin Barrett
Kevin Divall
Simon Joyce
Julian Menges
Ben Meredith
Jason Rees
Retirement Solutions: Qualified pension specialists focusing on retirement planning incorporating assets held inside and outside pensions.
Roz Collom
Clive Meek
Tony Slocombe
Tax Solutions: Qualified personal tax advisers who will help you with your tax return and tax planning.
Mark Barrett
Nadine Charles
Neil Edwards
Jonathan Howard
Richard Mencner
Stephen Shepherd
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