With over 19 years experience of working working with Finance Directors and HR departments, Anne understands the needs of small companies and enjoys helping them to offer employees quality benefits such as pensions and Private Medical Insurance and Life Cover and save both time and money.
She enjoys meeting the challenges auto-enrolment brings.
Claire's support is invaluable. A St. Andrews philosophy graduate, Claire is a great communicator, highly adaptable and enthusiastic.
She provides administrative support par excellence, and is studying in her spare time (?) to become a qualified para-planner, this being the first step towards being a Chartered Financial Adviser.
She also helps us with marketing, develops new systems and is innovative in every area of the business.
For over 10 years ago Helen has worked for us. She previously worked in compliance she is meticulous and has excellent organisational skills.
Helen works with our corporate and personal clients and is naturally very caring, friendly and helpful and helps us to deliver and maintain the highest level of service, in a very friendly Yorkshire way.
Paul is a highly qualified experienced and conscientious adviser and has worked in Financial Services for over 32 years.
He puts his clients needs first and provides high quality advice at a very fair price.
He welcomes the recent developments in the industry particularly regarding the transparency of advisers' fees.
Paul's special interest is in investments and pensions and he advocates selecting an appropriate asset allocation in line with risk tolerance.
Paul is a Chartered Financial Planner and qualified in Tax and Equity Release and Long Term Care.