Our team of professionals is continually improving their level of knowledge and qualifications to deliver the highest standard of financial advice in line with best practice and FSA rules and regulations.

Chris Ryan BA (Hons) DipFA

About Chris

Senior Financial Adviser with 20 years experience, Chris is also the Managing Director, specialising in Wealth and Pensions management. Chris is qualified to Level 4 Diploma standard, as well as achieving specialist qualifications in Equity Release, Home Reversion Plans and Long Term Care fees planning. This means that when you speak to Chris you know that you have access to the latest information about all of the financial solutions on offer. Click to get in touch

Yvonne Bishop B Ed. (Hons)

About Yvonne

Client Service Manager and Trainee IFA has been with the company since June 2010, having graduated with Honours from Exeter University. Yvonne is the main point of contact for clients requiring review meetings and provides research support for Chris. Contact Yvonne for an exceptional response when you need to see us for advice. Click to get in touch

Shirley Bishop

About Shirley

Shirley has provided dedicated administration support to the company and is an invaluable resource to our staff and clients. Shirley has been working in the Financial Services industry for 25 years and has enthusiastically and efficiently managed our client relationships for 15 years. Click to get in touch

Helen Harmer

About Helen

Helen joined the team in 2010 to provide administration support, having gained 8 years experience with one of the country’s largest insurers. Helen’s expertise is in providing our clients with accurate and timely information about their financial plans, as well as managing the company systems and procedures. Helen is keen to develop her skills and attain the Financial Planning qualifications. Click to get in touch

When you need to know about your current plans contact Shirley or Helen.