About Us

Nick has over 25 years’ experience in the financial service industry and is Diploma qualified. He is experienced in all areas of financial planning with specialist understanding of:

• Pension drawdown and pension transfers
• Small Self Administered Schemes (SSAS)
• Self Invested Personal Pensions (SIPP) including property purchases, SSAS and executive pension plan wind ups
• Pensions and divorce

Winner 2010 Financial Times SIPP Planner of the year award

Hayley has 25 years’ experience in the Financial Services Profession and is committed to providing quality financial advice built around client specific needs and objectives. She is experienced in all areas of Financial Planning with specialist understanding of:

• Corporate pension and employee benefits
• Pension planning
• Savings and investments
• Taxation and trusts
• Long term care fees and planning for later life.

Certified Financial Planner^CM Professional

Ellie is our Trainee Paraplanner, providing administrative support to advisers Jeremy and Nick.

Ellie also completes administration for all protection policies in the firm.

Zuzana is our Senior Administrator offering excellent customer service and committed to providing dedicated client support and administrative support to adviser Hayley. She is on hand to deal with queries relating to:

• Existing policy information, valuations and amendments
• Change of personal details
• New business progress updates
• Provider correspondence queries

Katie is our Financial Services Administrator, performing receptionist duties for the firm, carrying out general office tasks, and providing administrative support to adviser Nick.

Katie’s main responsibilities include:

• Helping clients, as well as providers, with any queries they may have
• Tracking progress on new business cases
• Maintaining client records
• Completing client review paperwork.