Meet the team


Out team comprises of Ian and Martin the Directors, Will a Financial Planner, Nadia a Financial Planner and Senior Paraplanner and the rest of our admin team Sophie, Hayley, Nisha and Josh.

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