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. For further contact details please see our "Contact Us" page.
The value of pension and investments can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
She prefers to take a holistic approach to financial advice, taking into account family life and people’s hopes and aspirations for the future as well as their financial situation.
Berenice advises on all areas, including pensions, investments, mortgages and protection needs. She holds the Diploma in Financial Planning and is also able to advise on Equity Release mortgages.
She advises in all manner of Financial Planning, including Pensions, Business and Personal Protection, Investment and Mortgages/Equity Release.
She holds the Financial Planning Certificates 1,2 & 3, Equity Release Certificate and the Diploma in Financial Planning.
Emma believes that good Financial Planning needs someone to listen, think and offer clear jargon free advice.
She can help you with regard to your requirements, whether you are a first time buyer, a home mover or thinking about remortgaging.
She will spend the time assessing your needs and will offer advice and recommendations which will help you choose the most suitable mortgage product.
Pat believes in a personal, caring approach and will help you all she can.