David joined the company in 2004 as a consultant and became a director in 2008.
He has a great deal of experience advising on pensions in relation to divorce as well as pensions and investments in a wider context.
David is a Chartered Financial Planner, Associate of the Personal Finance Society and Associate of the Chartered Insurance Institute. He also holds the Investment Management Certificate.
Adrian is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
He joined what was then Moore Stephens in 2002. He is actively involved in advising both private and corporate clients in all aspects of financial planning and has highly valued expertise in a number of specialist areas of pension, tax and investments
Andrew is responsible for new business development in the firm. He is a Chartered Accountant and has spent his career advising individuals, sole traders, partnerships and owner managed businesses in respect of accountancy, financial planning and taxation matters.
A firm believer in the value of expert financial advice, Andrew has been a director since the company was formed in 1998.
Robert joined the company in 2010, having spent 14 years in the financial services industry, with two national advisory firms. Prior to this Robert was an officer in a cavalry regiment. Robert holds the Diploma in Financial Planning and has extensive experience in all areas of financial planning. Robert specializes in making co-ordinated use of the various tax wrappers and allowances available, including some of the more esoteric products where applicable, to ensure that his clients can reach their financial aims in a tax efficient manner, and will enjoy a tax efficient income in retirement. Robert also advises SMEs on their employee benefits and pension schemes, as well as co-ordinating with clients’ professional connections in all cases.
Simon joined us in June 2007 having spent 11 years in the financial advice sector.
Although some clients prefer to look at one area at a time, Simon is a firm believer in taking a holistic approach to financial planning which can help save both time and money compared to looking at each issue in isolation. Either way, Simon offers impartial and sensible solutions to clients to meet their individual needs.
Simon holds the Chartered Institute’s Advanced Financial Planning Certificate.
Paul is our longest serving member of staff having joined the company in 2000.
Throughout this time he has developed longstanding relationships with a wide range of individual and business clients.
Paul is able to offer advice on a wide range of issues including pensions, investments and equity release.