25 King Street, Bristol, BS1 4PB
FCA Number: 148300
Total No. Advisers: 8
No. Offices: 5
Locations: Bristol, Taunton, Yeovil, Weymouth & Weston-Super-Mare
Claire Musson
Location: Bristol
Telephone: 0117 9623100
Certified Financial Planner. ACII, Dip PFS, specialising in Pensions, Retirement Income, Inheritance tax planning and Wealth management for high net worth families and trusts.
Lorraine Balcombe
Location: Bristol
Telephone: 0117 9623100
Mortgage Consultant - CeMAP Diploma CeRER. Specialises in Moving House, Remortgages, Equity Release, Bridging Loans.
Michael Boateng
Location: Bristol
Telephone: 0117 9623100
Dip PFS, specialising in Auto Enrolment, Workplace Pensions and Business Protection.