Second Floor, Toronto Square, City Square, Leeds, LS1 2HJ

FCA Number: 227836
Total No. Advisers: 64
No. Offices: 6
Locations: London, Carlisle, Exeter, Chester, Yorkshire and Birmingham

Financial Advisers

Richard Tate

Location: Yorkshire

Telephone: 07391 866035

Chartered Financial Planner offering high quality and comprehensive advice. 15 years experience in financial services, specialises in wealth structuring, investment, pensions and estate planning solutions for private and corporate clients.

Richard Collins

Location:

Telephone: 01274 538750

Financial Planner with more than 20 years Financial Services experience. Specialises in providing tailored advice on investments, pensions, tax mitigation and estate planning solutions for private and corporate clients. Studying for Chartered Status.

Luke Mason

Location: Leeds

Telephone: 01217 528140

Robin Howcroft

Location: Leeds

Telephone: 07827 077733

Robin joined the finance industry in 2014 where she started her career working for a major High St bank. She has completed her Level 4 Diploma in Regulated Financial Planning. Robin continues to study toward chartered status.