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01743 243555

Our People

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.

Berenice Sumner
Berenice Sumner, Director/Financial Advisor
Tel. 01743 243555
Mobile. 07811951333
Berenice had many years’ experience in the bancassurance industry prior to becoming a Financial Advisor in 2002.
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.
Emma Wigley
Emma Wigley, Director/Financial Advisor
Tel. 01743 243555
Mobile. 07976902696
Emma has been advising in Financial Planning roles for over 10 years within a Life Assurance Company, High Street Bank and latterly as an Independent Financial Advisor.
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.
Pat Anslow
Pat Anslow, Director/Mortgage and Protection Adviser
Tel. 01743 243555
Mobile. 07855800893
Pat qualified as a Financial Adviser in 1988, specialising in mortgage advice, including remortages and protection needs, such as life/critical illness and general insurance.
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.