8th Floor , 2 Snowhill, Queensway, Birmingham, B4 6GA
FCA Number: 227836
Total No. Advisers: 64
No. Offices: 6
Locations: London, Carlisle, Exeter, Chester, Yorkshire and Birmingham
Victoria Jones
Location: Birmingham
Telephone: 0121 752 8140
Chartered Financial Planner and Pension transfer specialist advising on defined benefit transfers, Pensions & Retirement planning, Inheritance tax Estate Planning, Trusts and Investments. STEP qualified (Society of Trust & Estate Practitioners).
Julie Cattell
Location: Birmingham
Telephone: 0121 752 8140
Specialist in later life planning for families, elderly clients, and individuals with care need, was SOLLA accredited, the gold standard accreditation for providing advice to later-life clients. Advises on pensions, investments, and IHT planning.
James Temperley
Location: Birmingham
Telephone: 0121 752 8140
James has over 20 years experience in financial services and working with large professional firms advising private individuals. His areas of expertise include, pension funding, retirement planning, investment planning and Inheritance tax planning.
Luke Mason
Location: Birmingham
Telephone: 01217 528140