Brian Butcher
Independent Financial Adviser & Director
DipPFS · Advanced Certificate in Retirement Coaching
Author, retirement coach, and specialist in the psychology of financial planning.
Full profileMeet the team
The people behind the plans
Eight of us, together for the long haul — several of the team have been here since the firm opened in 2002. You will always know who you are dealing with.
Independent Financial Advisers
David Patrickson
Chartered & Certified Financial Planner
Chartered Financial Planner · Certified Financial Planner · Resolution Accredited
One of only 39 advisers in the UK accredited by Resolution for divorce financial planning.
Full profileNeil Woods
Independent Financial Adviser
DipPFS
Twenty years of whole-picture financial planning.
Full profileMortgage & Protection Advisers
Mick Mason
Independent Mortgage & Protection Adviser
CeMAP
First homes, next homes, remortgages and buy-to-let.
Full profileBen Butcher
Financial & Mortgage Adviser
DipPFS · CeMAP
One of the UK’s youngest qualified financial advisers.
Full profileLiane Clarking
Mortgage Adviser & Equity Release Specialist
CeMAP · DipFP · Equity Release Specialist
Mortgages and later-life lending, working towards Chartered status.
Full profileTechnical & Client Service
Jill Burke
Office Manager
Running the office since the day the firm opened in 2002.
Full profileStephanie Prescott
Financial Planning Administrator
The person keeping every financial plan moving.
Full profile