With all aspects of Financial Advice under one roof, and with a team of highly experienced individuals to support you on your journey, you are in safe hands with us.
Bill HofstetterFinancial Planner
Bill is a regulated adviser with the FCA and has had some 30+ years providing clients with Financial Planning and advice.
Bill is a member of the Chartered Institute for Securities & Investment; holds the diploma in Regulated Financial Planning, through the IFS School of Finance, and also holds the Certificate for Long Term Care and Regulated Equity Release with the Chartered Insurance Institute.
Bill also holds an associate membership with the “Society of Later Life Advisers” completion of the accreditation process will enable Bill to join an elite group of advisers in the Uk who are able to advise in the later life environment.Read Morekeyboard_arrow_down
Gary NalsonPara Planner
Gary is the Technical expert behind the company holding some 25 years experience at practical and academic level.
Gary takes care of the non-client facing tasks involved in researching and preparing and administering the Financial Plan or Report for the financial Planner or Adviser. Gary has been awarded the Diploma for Financial Planning through his examining body the Chartered Insurance Institute.Read Morekeyboard_arrow_down
Nigel PammentProperty Finance and Later Life Advice Specialist
Nigel holds a controlled function with the FCA and is responsible in this capacity for heading up the company’s advisory process for Mortgages and Equity Release.
Nigel has been advising in this area for approximately 30 years. Nigel’s examining bodies are the London Institute of Banking and Finance, the Chartered Institute for Securities and Investment and the Chartered Insurance Institute. Nigel has been awarded the Certificate for Mortgage Advice & Practice, the Certificate for Regulated Equity Release and the Certificate for Long Term Care advice. Nigel is also a member of the Equity Release Council.
Nigel has followed Leeds United since he was 13 years old and has travelled the length and breadth of the country and Europe during this time. His other passion is his vintage scooter and is the proud owner of vintage Vespas and Lambrettas.Read Morekeyboard_arrow_down
Barry WilliamsEstate Planner
Barry has over 35 years experience advising in the Financial Services environment during that time he has helped many people both young and old to achieve their financial goals.
Barry specialises in the house buying process and has been awarded the Certificates for Financial Planning & Mortgage advice and Practice by the Chartered Insurance Institute.Read Morekeyboard_arrow_down
Mark HinchcliffeEstate Planner
Mark has been working for the company for some 12 years writing Wills Trusts and Power of Attorneys.
Mark is very proud to be a member of the Society of Will Writers by diploma.Read Morekeyboard_arrow_down
Jill SlocombeOffice Manager
Jill has been working within the financial services profession for 29 years specialising in compliance and Financial Services Administration.
Jill has gained the Certificate in Financial Planning qualification through the Chartered Insurance institute and an NVQ Diploma in Business Administration.
In her spare time Jill enjoys walking her dog, going to the gym and reading.Read Morekeyboard_arrow_down