With all aspects of Financial Advice under one roof, and with a team of highly experienced individuals to support you on your journey, you are in safe hands with us.
Bill HofstetterFinancial Planner
Bill is a regulated adviser with the FCA and has had some 30+ years providing clients with Financial Planning and advice.
Bill is a member of the Chartered Institute for Securities & Investment; holds the diploma in Regulated Financial Planning, through the IFS School of Finance, and also holds the Certificate for Long Term Care and Regulated Equity Release with the Chartered Insurance Institute.
Bill also holds an associate membership with the “Society of Later Life Advisers” completion of the accreditation process will enable Bill to join an elite group of advisers in the Uk who are able to advise in the later life environment.Read Morekeyboard_arrow_down
Arthur CobillRetirement Specialist
Arthur is a regulated adviser with the FCA. Arthur has spent his entire working career which is close to 30 years experience specialising in the retirement market.
Arthurs examining body is the Chartered Insurance Institute who have awarded him the Regulated Diploma for Financial Planning and a professional qualification for Pensions and Retirement Planning.Read Morekeyboard_arrow_down
Gary NalsonPara Planner
Gary is the Technical expert behind the company holding some 25 years experience at practical and academic level.
Gary takes care of the non-client facing tasks involved in researching and preparing and administering the Financial Plan or Report for the financial Planner or Adviser. Gary has been awarded the Diploma for Financial Planning through his examining body the Chartered Insurance Institute.Read Morekeyboard_arrow_down
Nigel PammentLong Term Care Specialist
Nigel holds a controlled function with the FCA and is responsible in this capacity for heading up the company’s advisory process for Mortgages and Equity Release.
Nigel has been advising in this area for approximately 25 years. Nigel’s examining bodies are the IFS School of Finance and the Chartered Insurance Institute. Nigel has been awarded the Certificate for Mortgage Advice & Practice and the Certificate for Regulated Equity Release.
Nigel is currently the President of the Yorkshire & Humberside IFS School of Finance Regional Network.Read Morekeyboard_arrow_down
Barry WilliamsEstate Planner
Barry has over 35 years experience advising in the Financial Services environment during that time he has helped many people both young and old to achieve their financial goals.
Barry specialises in the house buying process and has been awarded the Certificates for Financial Planning & Mortgage advice and Practice by the Chartered Insurance Institute.Read Morekeyboard_arrow_down
Les PicklesEstate Planner
Les started advising approximately 25 years ago providing guidance to clients on Life Assurance, family protection and Will Writing.
Les has been awarded the Financial Planning Certificate through the Chartered Insurance Institute.Read Morekeyboard_arrow_down
Mark HinchcliffeEstate Planner
Mark has been working for the company for some 12 years writing Wills Trusts and Power of Attorneys.
Mark is very proud to be a member of the Society of Will Writers by diploma.Read Morekeyboard_arrow_down
Jill SlocombeOffice Manager
Jill has been working within the financial services profession for 24 years specialising in compliance and Financial Services Administration.
Jill gained has gained the Certificate in Financial Planning qualification through the Chartered Insurance institute.Read Morekeyboard_arrow_down