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

Financial Advisers

Charles Hirst

Location: London

Telephone: 07741 384 971

Chartered Associate of The London Institute of Banking & Finance. Experienced in all aspects of Financial planning.

Gary Jones

Location: London

Telephone: 07469 457224

Dip PFS Financial Planner. Specialist in inheritance tax planning, retirement planning, and cash-flow modelling with over 38 years experience in all areas 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.

Ben Sassoon

Location: London

Telephone: 0207 562 5856

Fellow of the Personal Finance Society, Chartered Fellow of the Chartered Institute For Securities & Investment and postgraduate level 7 in wealth management. Advice includes retirement planning, tax-efficient investing and mortgage equity release.