Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. Brian has worked in Banking / Financial Services since leaving college in - 1974. With over 44 years of experience, Brian is well versed in all aspects of general financial planning and as a Financial Adviser he is well placed to give unbiased and professional advice on most financial matters. Brian has a trusted and experienced team of administrators to assist with client care and services. The lead administrator - Tracey Jordan has been working alongside Brian since 2004 and is a trusted professional both to the business and to clients.
