Our aim is to become as essential resource for your organisation helping to free up your important time and to assist you in adding value to your client proposition.
We aim to have a positive affect on your company, to build a relationship and can tailor our services to the specific requirements of your company and your clients.
Paraplanner: Jon Bell
Jon has worked within financial services for over 15 years, initially starting within a small one man IFA practice and more recently at Foster Denovo, a large national adviser firm who won the best professional development award and the runner up for adviser firm of the year at the Money Marketing Awards 2014.
Jon holds the Financial Planning Certificate and the Advanced Planning Certificate including G10, K10 and G60.