About Us

Our team of experienced and qualified Independent Financial Advisers are committed to meeting your objectives. Whether it’s planning your retirement, saving tax, saving for your children’s or grandchildren’s future, protecting your family or investing for growth or income we can help.

We’re passionate about providing the right advice to enable you to achieve the future you want, and we understand that every one of our clients has a unique financial situation.

Our team of Independent Advisers can offer you the best solutions for your financial needs as we’re not tied to any particular company or organisation, meaning we can offer truly impartial advice.

We’re extremely knowledgable and experienced meaning we can help with all aspects of your financial life, including your business finances.

Why trust us?

We help over 800 clients look after their future

800 Plus

We’re independent

As independent financial advisers we are able to offer you the best solutions for your financial needs. As we’re not tied to a particular company or organisation we can offer truly impartial advice.

We're honest

We’re open and honest when it comes to your finances. We clearly explain your options whilst taking great care and consideration. Our clients appreciate our honesty and some have been with us for over 30 years.

We’re personal

No financial situation is the same and we offer unique and tailored advice to all our clients. Our advisers are happy to meet you at our offices, your place of work or your home.

Meet the Team

Our team of experienced and qualified Independent Financial Advisers are committed to meeting your objectives

Leadership

Wayne N Harper

DipFa, MLIBF Independent Financial Adviser - Director

Mark Sanderson

DipFa, AwPETR, MANI, MLIBF Independent Financial Adviser - Director

Karen Harper

  Assistant Director

Team

John Gummerson

DipFa, CeMaP, AwPETR Independent Financial Adviser

Nicola Wall

BA (Hons), DipFA, CPM Independent Financial Adviser

Jason J Beecroft

DipFA, CeMap Independent Financial Adviser

David Phelan

Paraplanner

Karen Maskrey

Administrator