Financial Services

The department is headed up by

Kate Brown

Our Financial Services department consists of six fully qualified consultants, including four Chartered Financial Planners, together with a seven-strong back up team. We have excellent back office software and research facilities.

We can offer advice in all areas of financial planning including:

  • pensions
  • investment
  • mortgages
  • financial protection
  • inheritance tax

Click here to find out more about our Costs and Services

Contact Kate Brown today to find out how we can help you make more of your money

Financial Services team

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