About the Business

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number.

On leaving the Royal Navy at the still tender age 21, I had spent 5 years working in the Supply & Secretarial Division gaining an excellent understanding of PAYE Accounting and acting as the Captains Correspondence Clerk. I resettled into civilian life as an agent with an Industrial Insurance Company, where I gained my basic knowledge of the insurance industry and a wealth of experience in meeting basic customer financial needs. As my career in Financial Services progressed, I spent time operating in Direct Sales and Broker Consultancy roles before undertaking my first Independent Financial Advisory assignment working in the banking sector with a large former Building Society.

Location & Hours

62 Cambridge Road

West Bridgford, NG2 5LZ
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