Our aim is to provide a comprehensive service by drawing on the wide-ranging skills and qualification of our staff. Clients have a principal point of contact within the firm who will work in one of four departments. These departments and people are:

Strategic Financial Planning
Nick Mercer and Mark Ormerod
Peter Smith
Harry Hazell
Michael Fairweather
Stephen Carpenter
Mortgages and Finance
Michael Fairweather
Employee Benefits
Stephen Carpenter

Support is provided centrally by:

Sian Lewis, Finance Director
Huw Powell, Compliance Officer

Mark Ormerod is often the initial point of contact for enquiries from individuals or professional advisers who would like to know more about our services.

For more information please contact us.