Receiving guidance on personal finance matters is so important.
We understand this.
We believe you should know who you will be talking to when seeking out help, and our team are always happy to share their knowledge and find the solutions that you need.
Advice Team Manager
The head of the team, Chris has been in Financial Services since 2001 and has been fully qualified since 2005. He is particularly proud of how conscientious his team are. His philosophy is very simple when it comes to financial advice: If you wouldn’t do it for your mum and dad, why would you do it for your client?
Independent Financial Adviser
A senior and experienced IFA and pensions specialist, Rachell is very popular with clients and has an enviable portfolio of trusting clients. Her caring, patient manner is exemplary and perhaps no surprise given her many years of volunteering. She personifies the spirit of Financial Solutions.
Sales & Service Executive
Peter has experience in helping clients make sense of a diverse range of financial products including tax-exempt savings products, bonds, critical illness cover and many others. His approach is consultative - job satisfaction for him is taking pride in treating each person as an individual, taking the necessary time over every conversation and maintaining the highest professional standards.
9am to 5.00pm Monday to Friday excluding bank holidays.
Calls are recorded for training and quality purposes.
The friendly way to make sense of your money