Some of the things
we do:
» Mortgage
solutions
» Remortgaging strategies
» Pension planning
» Investment advice
» Protection plans
» Retirement options
» Pension transfers
» Equity release from property
» Planning for long term care
costs
» Inheritance tax planning
» General financial reviews
» Corporate financial planning
» Employee benefits |
Partners Mark Penston BSc, Dip PFS, MEWI
Independent Financial Adviser
Mark has spent 20 years assisting clients with their financial planning
issues. Over these years he has provided a range of holistic and specialist
services to his clients which have helped them achieve their financial
objectives.
Through experience and qualification achievement, Mark offers specialist
advice on retirement, investment and inheritance tax matters. Mark
is a registered pension transfer specialist with the Financial Services
Authority (CF24) and holds the full Advanced Financial Planning Certificate
(AFPC) including advanced pensions paper (G60). He is a member of the
Expert Witness Institute and Resolution.
 Doug Cowan CeMAP
Independent Financial Adviser
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. He has a number of corporate clients, where
the setting up of group schemes for employees and Keyman assurance
are required and advised on.
He is fully FPC qualified and is currently studying towards the Advanced
Financial Planning Certificate (AFPC).
 David O'Connor Dip PFS
Independent Financial Adviser
David has over 14 years experience in financial services and advises
on all areas of financial planning. He specialises in elder client
care with regard to issues such as inheritance tax and estate planning,
equity release, investements and care fees planning.
David also holds the full AFPC, is a member of Symponia (the leading
organisation that sets the standards for Care Fees planning), and is
a Student Member of STEP (Society of Trust and Estate Practitioners),
currently working towards his diploma. He is also a qualified Life-Coach
through the British Coaching Association. |