Meet the team
Nick Matthews DipPFS
Managing Director & Independent Financial Adviser
Tom Horner DipPFS
Head of Paraplanning & Independent Financial Adviser
Peter Horner DipPFS
Independent Financial Adviser
Anthony Plummer DipPFS
Independent Financial Adviser
Jeff Walker DipPFS
Independent Financial Adviser
Charlotte Sudlow
Administration Manager
Nicola Hindmarsh
Administrator
WHAT WE DO
Financial advice for every stage of life
Financial Planning
A clear plan for your money that supports your goals today and in the future.
Pension Planning
Make the most of your pension and look forward to a comfortable retirement.
Investment Planning
Smart investment strategies designed around your goals and your risk appetite.
Protection
Protect what matters to you with the right cover for you and your family.
LET'S TALK
Ready to take the next step?
Book a free, no-obligation initial consultation and let’s talk about your goals and how we can help.