Goodwood House, Blackbrook Park Avenue, Taunton, Somerset TA1 2PX
FCA Number: 148300
Total No. Advisers: 8
No. Offices: 5
Locations: Bristol, Taunton, Yeovil, Weymouth & Weston-Super-Mare
Paul Holt
Location: Taunton
Telephone: 01823 286096
Chartered Financial Planner APFS. Specialises in Pensions, Retirement Income, Inheritance tax planning and Wealth management for high net worth families and trusts.
Louise Osborne
Location: Weston-super-Mare
Telephone: 01934 642222
Chartered Financial Planner specialising in Later Life and Trusts. Dip PFS, SOLLA, STEP accredited, specialising in Later Life, Trusts and Equity Release cases.
Michael Seagrove
Location: Taunton
Telephone: 01823 286096
Chartered Financial Planner specialising in Later Life and Trusts. APFS, SOLLA, specialising in Later Life, Trusts, Equity Release cases and Business Protection.
Andrew Hopper
Location: Taunton
Telephone: 01823 286096
Dip PFS, specialising in Auto Enrolment, Workplace Pensions and Business Protection.
Claire Musson
Location: Taunton
Telephone: 01823 286096
Certified Financial Planner. ACII, Dip PFS, specialising in Pensions, Retirement Income, Inheritance tax planning and Wealth management for high net worth families and trusts.
Calum Butt
Location: Taunton
Telephone: 01823 286096
Dip PFS. Specialises in Pensions, General Investments and Life & Critical Illness Protection.
Lorraine Balcombe
Location: Taunton
Telephone: 01823 286096
Mortgage Consultant - CeMAP Diploma CeRER. Specialises in Moving House, Remortgages, Equity Release, Bridging Loans.