Partners
Mark Penston BSc, Dip PFS, MEWI, investment and pensions advisor, Reading. Click here
Mark Penston BSc, Dip PFS, MEWI
Specialist in investment and pensions
Mark has spent over 20 years assisting clients with their financial planning needs. A holder of the Advanced Financial Planning Certificate (AFPC), he provides a range of holistic and specialist services to his clients which have helped them achieve their financial objectives.
Doug Cowan CeMAP, mortgages and protection advisor, Reading. Click here
Doug Cowan CeMAP
Specialist in protection and mortgages
Doug has more than 20 years experience in the financial services and banking industry. He specialises in the general protection and mortgage market and also gives holistic advice on matters ranging from protection to savings and investments
David O'Connor Dip PFS, LLAA, inheritance tax and long-term care advisor, Reading. Click here
David O'Connor Dip PFS, LLAA
Specialist in inheritance tax
David has over 17 years experience in financial services, advises on all areas of financial planning and holds the full AFPC. He specialises in elder client care with regard to such issues as inheritance tax and estate planning, equity release, investments, long term care fees planning and pensions in and at retirement
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