We offer independent advice in the following:
• Investments and Savings
• Mortgages / Remortgages
• Pension Planning
• Buy to let / Adverse mortgages
• Life assurance and critical illness cover
• Self Employed Mortgages
• Income Protection
• Equity Release
• Inheritance Tax Planning
• Commercial Lending
• We offer specialist advice for business in relation to group pension plans and employee benefit schemes
Meet the team
Sean Larner
Cert PFS AIFA
Financial Planner, Partner
Sean has over 18 years experience in financial services working closely with clients over the years to help them achieve their financial goals and objectives. He provides advice on all aspects of financial planning including protection, investments, pension planning and mortgages.
Craig R Barrett
Cert PFS AIFA
Financial Planner, Partner
Advising clients since 1989, Craig has much experience in all areas of financial planning. He holds additional qualifications that enable him to specialise in mortgages, Taxation and Trust matters including Inheritance Tax and advice on Equity Release arrangements. Craig places much emphasis on the benefits of forming long term relationships with his clients.
Anthony Stephenson
Cert PFS AIFA
Financial Planner, Partner
Anthony has 14 years experience as a financial planner with over 8 of these years offering his clients Independent Financial Advice. Whilst qualified to a level allowing wide ranging financial planning, Anthonys Key areas of expertise are Pension Funding options and Investment Planning, this also encompassing Pension Income options and Inheritance Tax Planning.
John Armstrong
Cert PFS AIFAFinancial Planner
John has over 20 years experience in financial services providing a first class service to clients over that period. John’s expertise covers all aspects of financial planning. He has built long term working relationships with his clients over the years to enable them to meet their financial objectives.
