Roger Kennedy
Director & Chartered Financial Planner
Mark Surgeon
Principal and Chartered Financial Planner
James Gordon
Paraplanner / Financial Planner
Brian Taggart
Paraplanner / Technical Analyst and Client Manager
Your Life. Your Plan.
For Business Leaders
Live the life you want to live now and in the future. Understand your present position and maximise your financial opportunities Weā€™ll make managing your money easier.
Find out moreYour Time. Your Plan
For Retirees
Ensure your capital is secure for the future. Live the retirement you really want. Maximise your income. Gain peace of mind over the management of your investments.
Find out moreHow can we help?
Weā€™re very happy to answer your questions. Complete the form below and one of our team will respond with an answer.