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“…an enviable reputation
for being friendly and approachable


Julian Swann : DipPFS, CeMAP

Julian Swann

DipPFS, CeMAP

Director

Steven Struthers : BA(Hons)Econ, DipPFS, MAQ

Steven Struthers

BA(Hons)Econ, DipPFS, MAQ

Director

Lee Hawthorn : MAQ

Lee Hawthorn

MAQ

Director

Peter Adams : MAQ

Peter Adams

MAQ

Financial Adviser

Ian Baldwin : DipPFS, Cert CII (Certs MP&ER)

Ian Baldwin

DipPFS, Cert CII (Certs MP&ER)

Financial Adviser

Kevin Cole : DipFA, MIFS, MAQ

Kevin Cole

DipFA, MIFS, MAQ

Financial Adviser

Bob Ellerby : DipFA, MIFS, MAQ

Bob Ellerby

DipFA, MIFS, MAQ

Financial Adviser

Tony Marshall : DipPFS, Cert CII (Certs MP&ER)

Tony Marshall

DipPFS, Cert CII (Certs MP&ER)

Financial Adviser

Trevor Stanbridge : DipFA MIFS, MAQ

Trevor Stanbridge

DipFA MIFS, MAQ

Financial Adviser

Denis West : CeMAP

Denis West

CeMAP

Financial Adviser

Derek Potter : MAQ

Derek Potter

MAQ

Introducer

Allison Cundy : Office Manager

Allison Cundy

Office Manager