Our People
Friendly and reliable can be helpful but trustworthy and professional is more important when it comes to long-term financial planning. Our advisers have all these characteristics and will be at hand to lead you through the retirement investment or mortgage process.
Philip Church
Married with a large family, Philip tries to fit in a social life when not looking after the business and his wife and family.
Running a financial services firm is enjoyable and comes with it all the pressures one can imagine. However, it lets you meet individuals from all walks of life and this is what makes the job interesting.
No two clients are the same and all have different needs and demands. This makes each day different. At the same time you feel you are helping people obtain their financial goals.
Over the last 22 years he has gained experience of the investment business side working with an offshore company, a Scottish mutual life office and can pass this and his 13 years as IFA experience on to clients.
An experienced property developer as well, he helps individuals who may be cautious of investing in this asset class by demonstrating how the whole process works, both plus and minus aspects.
Jane Brown
Over the last 20 years has worked not only advising clients for one of the largest Building Societies but also training the sales staff on client management and compliance matters.
A hard working personable character, Jane treats every enquiry with care and attention as if it is her own enquiry.
