Meet the Team
Kevin P Smith Cert CII Dip PFS
- Director/ Owner / Financial Adviser
Shirley A Billings
- Director of Business Services / Owner
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
Anne Dennis
- Administration Support / Compliance Support