Meet the Team

Kevin P Smith Cert CII Dip PFS - Director/ Owner / Financial Adviser

Shirley A Billings - Director of Business Services / Owner

David O'Carroll - Independent Mortgage Adviser
More about David O'Carroll

Christian Moore, Dip FA - Financial Adviser

David Taylor Dip PFS Cert CII (MP) - Financial Adviser / Independent Mortgage Adviser

Ian Naylor, Cert CII Dip PFS - Financial Adviser / Independent Mortgage Adviser

Andy Mottershaw Dip PFS - Financial Adviser

Mark Carr, Dip PFS - Financial Adviser / Independent Mortgage Adviser

Daniel Hamson, Dip PFA - Financial Adviser

Ian Billings BSc (Hons) Cert CII (FS) - Compliance Support
