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Meet The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

 
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Greg Heath

Managing Director

T: 01772 422 004

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Susan Heath

Company Secretary

T: 01772 422 004

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Julia Murray

Administrator

T: 01772 422 004

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Greg Heath

Managing Director

T: 01772 422 004

Email Me

View Profile

Susan Heath

Company Secretary

T: 01772 422 004

View Profile

Julia Murray

Administrator

T: 01772 422 004

View Profile

Our Areas of Expertise

Retirement Planning
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Realise your retirement goals and work them into a viable financial future.
Wealth Management
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introduction-to-wealth-management
Build your wealth and protect your assets from taxation and other risks.
Pensions
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introduction-to-pensions
From forecasts to annuities, secure your retirement with our pensions advice.
Life Assurance
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introduction-to-life-assurance
Provide for your dependants after you’re gone with a Life Assurance scheme.
Financial Planning
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introduction-to-financial-planning
Get all the information you need to secure your financial future.
Investments
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Put your money to work with professional advice from an investment expert.
Taxation
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Get to grips with your taxes and discover how to minimise your payments.

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Currencies

Value Move %
GBP/EUR
1.1457 -0.0075 -0.65%
GBP/NOK
11.0131 -0.049 -0.44%
GBP/SEK
11.7178 +0.0437 +0.37%
GBP/USD
1.2809 +0.0012 +0.09%

Stocks

Value Move %
FTSE 100
7038.0098 0 0%
FTSE 250
18662.2109 0 0%
FTSE 350
3905.4700 0 0%
FTSE All Shares
3857.0901 0 0%
Dow Jones
25289.2695 +227.789 +0.91%
Nasdaq
7178.0000 +65 +0.91%