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About Us

We are a firm of Independent Financial Advisers based on the Oxfordshire / Gloucestershire border and servicing clients right across the UK. Our advisers have in excess of 60 years’ experience across a range of financial planning matters.

We established the business to meet the specialist needs of our clients and reflecting the changing climate of financial services. Being independent means that we can offer advice from the whole range of products available, and that we are flexible on how we are paid.

We advise on all aspects of personal financial planning, including life cover, investments and savings, pensions and retirement planning, mortgages, and inheritance tax planning. Our clients include individuals as well as small businesses.

All our advisers are qualified and some hold qualifications for advising on more specialist matters, such as pensions and tax affairs.

Kevin Guy

Kevin Guy

Director

Julie Wilson

Julie Wilson

Adviser

Katie Haigh

Katie Haigh

Mortgage & Protection Support

Liz Mitchell

Liz Mitchell

Administration Manager

Carolyn Sampson

Carolyn Sampson

Adviser

Avron Nourse

Avron Nourse

Mortgage & Protection Adviser

Kelly Moody

Kelly Moody

Pensions & Investments Support

Leona Potter

Leona Potter

Mortgage & Protection Support

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