About Us
We are fiercely proud of our principles and this is the foundation of how we deliver quality services. We are serious about how we will look after the financial health, wealth and aspirations of both our existing clients and new clients.
As Independent Financial Advisers we have no allegience to any insurance companies, product providers, banks or building societies. We can use the Whole of Market. Our goal is to help you:
- achieve financial security,
- protect your assets,
- safeguard the health and welfare of your family,
- maximise the return on your investments
Paul Howard - Director...
has been in Financial Services for over 40 years, starting his career in Insurance with Confederation Life of Canada to learn and gain initial experience. He has been a Financial Adviser for 20 years.
Experience & Skills:
Paul has extensive knowledge and experience in all aspects of financial planning and investment, dealing in all areas of Pensions, Investment and Inheritence Tax.
He has worked with the clients of professional practices for many years and is one of only a small number of IFA's nationally who are accredited by Resolution (the Family Law Group) to work in Collaborative Family Law, a growing area of non-litigious Divorce, where Paul's knowledge and experience is used to assist divorcing couples in the division of matrimonial financial assets.
Sharron Turton - Director...
has been in Financial Services for over 20 years starting out her career working for a Tied Agent. After 4 ½ years she moved on to an Independent Financial Adviser and has worked in the IFA arena since then.
Experience & Skills:
Sharron has progressed from Audio Typist to Office Manger to Technical Development Manager for a national business.
Sharron's experience stems from client work, IFA Support to people management. She has assisted with the set up and development of processes and procedures for a small business and a national business. Her responsibilities have included recruitment, systems, line management, risk management. She has in-depth knowledge of industry software, products, business systems and administration and has been involved in a number of business mergers.