 |
 |
|
|
 |
About Us
|
| Meet
the consultants |
 |
Richard
Todd
Richard has over 27 years experience in the Financial
Services Industry and specialises in Pensions and Investment
Planning.
He holds the advanced Professional Investment Certificate
and is qualified to advise on Pension Transfers. |
 |
Steve
Allen
(Mortgages)
Steve has been in the industry over 18 years and specialises
in Mortgages. He also deals with most other aspects of
Financial Planning and holds the Financial Planning Certificate
and the Cemap Mortgage Qualification. |
 |
Derek
Heaton
Derek has over 25 years experience in the Financial Services
Industry, initially with Legal and General and subsequently
15 years managing the Financial Services of a large firm
of Yorkshire solicitors. He specialises in Investment
and Inheritance Tax Planning. |
| |
|
|
|
|
|
