Meet the team


Our team comprises of Ian and Martin the Directors, Will a Financial Planner, and the rest of our team Hayley, Olivia, Lucy, David and Shereen.

Our Advisers

View more info on our advisers

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Our Admin Team

View more info on our our admin team

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Contact Us:

Tel: 01772 825755    Email:

14 Ribblesdale Place, Preston, PR1 3NA

Opening Times: Monday – Friday (8am – 4.30pm)