Our team
Our team
Our warm welcomes are as famous as our in-house hospitality and home-cooked meals.
But as we know visiting us in person isn’t always easy at the moment, come and meet us on the following pages.
Supported by...
We work with Flannagans Accountants and Business Advisors.
Flannagans is a Chartered Certified Accountancy practice offering personal, professional and business advice. They are specialists in tax investigations, tax planning for businesses of all sizes, company, partnership and sole trader accounts, bookkeeping and payroll services.
We’re delighted to be able to provide their clients with high-quality financial planning solutions and support them in their journey to the successful achievement of their goals.
Additional support provided by…
1600 Systems Ltd provides us with a bespoke database for our business.
Adviser Asset provides us with the most up-to-date analysis on platform providers and cost analysis for clients.
We belong to a group of 20 of the top financial advisers in the UK who come together to share best practice and forward-thinking ideas.
Lane Systems provides us with essential IT support.
Million Dollar Round Table is The Premier Association of Financial Professionals®. It operates globally, with currently only approximately 100 advisers from the UK having been given membership.
O&M Systems provides us with fund analysis and pension switching tools.
Strategic Coach® is the recognised worldwide leader in entrepreneurial coaching. Entry is via qualification.
The Yardstick Agency is a leading financial services marketing agency. They provide us with the essential tools we need to allow us to grow our business and communicate effectively with our clients.
Virtual Cabinet provides us with a unique scanning and data sharing system.
If you’d like more information on who we work with, please contact us.
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