Simon is a Chartered Associate, reviewing Personal and Corporate Pensions, existing and new Investment plans along with the various Protection Plans available. All with a professional touch with the aim of helping his clients reach their goals.

Simon enjoys being able to offer face to face professional advice and his success has come from the quality of service he is able to provide which has led to his clients coming from both professional and personal recommendations only.

Simon not only advises individuals but also enjoys Corporate client work and has good experience in SME business's advising not only the Company but also providing advice directly to all Employees ensuring that any staff benefits including Personal Pensions are understood by all.

Specialties: Holistic Financial Planning for both Individuals and Companies including Pensions, Investments, Inheritance Tax Planning and Protection Plans.
In addition for Companies we offer Group Insurance, Keyman and Partnership Protection and can offer advisory service to all staff as part of a flexible benefits package.

Mary has a vast amount of experience in the mortgage and protection market and gives a personal and professional service. She thrives on making organising a mortgage or re-mortgage as pain free, and fun as possible.

She has an excellent relationship with all the lenders and also understands the importance of keeping up to date with lenders’ criteria which results in her knowing which lender is most suitable given set of circumstances. Mary has access to exclusive mortgage deals through our network, Quilter Financial Planning and loves to help people of all ages and backgrounds.

Mary enjoys being able to offer face to face professional advice and her success has come from the quality of service she is able to provide which has led to new clients coming from both professional and personal recommendations only.