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    THE TEAM

”YOU AND YOUR COMPANY HAVE PROVIDED INTELLIGENT ADVICE, A PROMPT SERVICE AND REGULAR REVIEWS OF MY ARRANGEMENTS WHICH HAVE HELPED ME WITH THE SMOOTH TRANSITION INTO RETIREMENT” LYN JONESRETIRED PARTNER

We have been awarded the prestigous Chartered Financial Planners status confirming our professional standing alongside accountants, solicitors and surveyors

Our staff are committed to improving their skills and knowledge by continuing progression towards further financial qualifications. The firm has over 100 years of financial services experience amongst the staff, and we are pleased to have received the ‘Investors in People’ accreditation.

We now have over £150 million of clients’ money under management and are focused on “helping our clients to achieve their personal financial objectives through our integrity, skill, diligence and experience”.