Senator House, 85 Queen Victoria Street, London, EC4V 4AB
FCA Number: 227836
Total No. Advisers: 64
No. Offices: 6
Locations: London, Carlisle, Exeter, Chester, Yorkshire and Birmingham
Charles Hirst
Location: London
Telephone: 07741 384 971
Chartered Associate of The London Institute of Banking & Finance. Experienced in all aspects of Financial planning.
Megan Rimmer
Location: London
Telephone: 0207 562 5856
Chartered Financial Planner which is considered as the Gold standard in the industry. Experienced in all aspects of financial planning and passionate about inheritance tax planning for families.
Timothy O'Brien
Location: London
Telephone: 07920 425269
Chartered Financial Planner and Fellow of the Personal Finance Society, the highest accreditation available. 13 years experience focusing on retirement planning, investments, Inheritance Tax mitigation and passing down wealth through generations.
Charlotte Ward
Location: London
Telephone: 0207 562 5856
A Chartered Financial Planner and Fellow of the Personal Finance Society. Her ability to take a complex subject matter and explain it simply is a strength of hers and her focus is to ensure her clients achieve their financial goals and plans.
Ian Cook
Location: London
Telephone: 0207 562 5856
His core strengths are taking complex financial matters and putting them in plain English. Ian has developed his range of skills to incorporate full financial planning using cashflow and lifetime income modelling.
Jo-Ann Welman
Location: London
Telephone: 0207 562 5856
Jo-Ann is a Chartered Financial Planner with 11 years experience of providing comprehensive financial advice to clients from various background. My area of expertise is financial planning in investments, retirement, tax, protection and mortgages.
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Registered Office. Fintel House, St Andrew's Road, Huddersfield HD1 6NA.
