New Planner

By Huw Jones

QUESTIONI’m delighted to reveal that we’ve successfully recruited a new planner. We’re really excited by this news but we’ve having to keep our lips sealed – I can’t reveal his name just yet as he’s still working his notice at his current employer.

I can however let you know a few details about him:

  • He’s a chartered financial planner
  • He has partner and two young children
  • He is based in SW England
  • He dislikes coriander
  • He starts in the middle of July

As soon as he’s joined the firm officially we’ll let him introduce himself to you all!

We’ll pop the kettle on

Milk? Sugar?
What does a happy life look like to you?
We start with the most important questions. To arrange a free, informal conversation about how we can help you plan for the lifestyle you want, get in contact with our team.

    Would you benefit from some free advice? Do you want to see if financial planning is for you before you commit to it? We’re offering all new clients a 15-minute initial consultation at our expense.

    Book your meeting

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