Mark Woods - Dip PFS IMC

Mark Woods
Dip PFS, IMC

Steve Young

Steve Young
Dip PFS

Tony Thompson

Tony Thompson
Dip PFS

Kevin Mills

Kevin Mills
DipFA

Kathryn Mockett

Kathryn Mockett
Cert PFS

Click on the individual photographs above for individual profiles.

Our People & Working Environment

Every individual within our financial planning organisation is driven by our objective to exceed all of our clients expectations with nil complaints and we warmly receive constructive ideas on how we can improve our service from members of our team and clients alike.

We believe that improvement of our service is a never ending journey that we are on and we continually strive to improve.

In line with our ethos, we have set up very modern, contemporary offices in Burnham-on-Sea, which represent a superb environment in which to work, and which are conducive to helping us deliver our client driven objectives.

We believe that our people are the backbone of our company, and that by working as a team we can turn our clients’ goals into reality.

Three meeting rooms and a large board room enable our clients to discuss their financial planning affairs with our advisers in privacy.