corporate financial planning, corporate pensions, commercial insurance, personal financial planning

corporate financial planning, corporate pensions, commercial insurance, personal financial planning

 

Meet The Team

Financial Solutions

 

Mark Holdsworth
Managing Director

Marie Jowett
Operations Director
 

Mark Leeming
Wealth Management Consultant

Andrew Howson
Financial Services Consultant

Anna Haigh
Paraplanner

Patricia Curran
Sales Support

Lee Naylor
Mortgage & Equity Release Consultant

Simon Lister
Financial Services Consultant

Kirstin Hardisty
Sales Support Manager

Elaine Griggs
Sales Support

Insurance


John McMahon
Managing Director

Pam Robson
PA to John McMahon

Caroline Henry
Financial Controller

Heather Feasby
Assistant Manager

Gemma Parker
Claims Manager

Jane Burkey
Household/Travel Adviser

Nick Cottle
Senior Account Executive

Tom Spratt
Account Executive

Michelle Boddy
Personal Lines Manager

Cathy Audsley
Commercial Broker

Holly Mann
Receptionist
 

More on Our History
More About Us
Testimonials

  • corporate financial planning, corporate pensions, commercial insurance, personal financial planning

    Corporate Services

    We provide corporate clients with advice and management expertise in all the key areas that affect the financial security both of the company and its employees.

  • corporate financial planning, corporate pensions, commercial insurance, personal financial planning

    Private Clients

    We provide advice and guidance to thousands of individuals in the key areas of insurance and financial planning that are so important to their financial future.

  • corporate financial planning, corporate pensions, commercial insurance, personal financial planning

    How We Work

    We cater for wealthy individuals, business owners and high earners and cover every aspect of their financial planning requirements.

Testimonials

corporate financial planning, corporate pensions, commercial insurance, personal financial planning

corporate financial planning, corporate pensions, commercial insurance, personal financial planning