Our chosen charity
Our chosen charity is Myton Hospice. We support them by taking care of their advisory needs at cost and through fundraising events whenever it is possible.
Myton Hospice provide high quality, specialist care to people whose condition no longer responds to curative treatment, from diagnosis to death. Their work ensures that those living with terminal illnesses have their physical, psychological, spiritual and social needs meet and that their families are supported both through and after this difficult time.
You can gain confidence and peace of mind by speaking to a professional when you’re facing a big decision or life transition such as retirement. Come and meet our friendly team.Meet the team
Managing DirectorMeet Greg
Chartered Financial PlannerMeet Adam
Administration AssistantMeet Claire
Mortgage ConsultantMeet Gary
Martin de Winton Smith
Independent Financial AdviserMeet Martin
Regulatory Compliance ManagerMeet Rob
Practice ManagerMeet Tom
Client Relationship ManagerMeet Zoe
Get in touch
Use our message facility to contact us directly and one of our friendly team will answer your enquiry.