Bill is an investment adviser with many years experience in retirement and inheritance tax planning. He is also a superannuation specialist.
Ron is an authority on all aspects of taxation and the investment of lump sums and has over 30 years of banking and investment experience.
David is a financial adviser with many years experience in the Financial Services industry specialising in all investment areas, particularly inheritance tax planning.
Karen has been in the Financial Services industry since 1983. She has a comprehensive knowledge of life, pensions, investments and mortgages.
Bob joined our practice in 2006 after a long career with NatWest Bank. Bob is a very experienced adviser specialising in life and pension products, mortgages and particularly lump sum investments.
Peter joined our practise in the summer of 2009. He has over 20 years experience as an Independent Financial Adviser specialising in pre and post retirement.