The Team
Our team is truly independent, so can offer you advice from across the market, finding the most suitable products and services which suit you. Whatever your requirements, we have many years of experience in meeting our customers’ needs.
Client Services Manager
Lynne has recently joined the company with a wide industry knowledge having worked in financial services for over 20 years in both advisory and management roles.
Lynne works closely with Ben in providing support to clients.
Our team is truly independent, so can offer you advice from across the market, finding the most suitable products and services which suit you. Whatever your requirements, we have many years of experience in meeting our customers’ needs.