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Recent Posts
15.02.2019
What should you do if your credit or mortgage application is rejected?
15.02.2019
How long could you survive without your income?
15.02.2019
Seven steps to take when you’re passing on wealth to loved ones
15.02.2019
Why regular financial reviews are critical for achieving aspirations
Home
About Us
Our Team
What We Do
Investment & Wealth Management
Inheritance Tax & Estate Planning
Mortgages & Borrowing
Protection & Life Cover
Personal Tax Planning
Retirement Planning
Portal
Blog
Contact Us
Our Team
Jamie Butler - Managing Director - Wealth & Financial Planner
Michelle Headen - Managing Director & Financial Planner
Lee Ballard - Head of Sales/Mortgage & Protection adviser
Salli Stubbings - Mortgage Administrator & Office Manager
Clare Swales - Wealth administrator & Office Manager Wetherby
Kelly Atherton - Operations Manager
Becky Griffiths - Wealth Administrator
Leanne Seddon - Protection Administrator
