About Us
Our company is committed to ensuring that the level of service provided by our administration and adviser teams exceeds your expectations at all times, encouraging the maintenance of a long-term relationship over the coming years.
OUR MANAGEMENT TEAM
- Nick Cowen Dip. PFS. (Managing Director)
- Simon Brown FCCA (Business & Development Director)
- David Zerfahs Cert. PFS (Hemel Hempstead)
OUR ADVISER TEAM
- Judith Philippidis Cert.PFS. (Investment Adviser)
- Dave Wescombe Cert. PFS. (Investment Adviser)
- Samantha Perks Cert. PFS. (Investment Adviser)
- Ann Yardley Cert. PFS. (Investment Adviser)
- Alan Osborne Cert. PFS. (Mortgage & Investment Adviser)
You can be assured of our expert advice and ongoing dedication to the development of fresh solutions to meet your financial needs, which will also take advantage of legislative and tax changes.
These financial solutions will always be competitively delivered to you, after professional analysis of your circumstances, in a clearly understandable format.
The following links explain how we work with you and how we are remunerated for the services we provide:-
