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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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Build your wealth and protect your assets from taxation and other risks.
Pensions
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From forecasts to annuities, secure your retirement with our pensions advice.
Life Assurance
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Provide for your dependants after you’re gone with a Life Assurance scheme.
Equity Release
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Find a suitable advisor to help you raise funds using the value of your home.
Financial Planning
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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.

From Our Blog

THAT SHRINKING FEELING

Don’t let your investment wealth simply drain away MILLIONS OF BRITONS COULD SEE THEIR SAVINGS SHRINK BECAUSE THEY DON’T KNOW HOW TO SH...

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Playing the Trump Card

Trump has been sworn in as the 45th President of the United States on the steps of the US Capitol, and with this change comes a host of ques...

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INVESTMENT OUTLOOK

AFTER A GAME-CHANGING 2016, THE INVESTMENT ENVIRONMENT WAS NOT ONLY MIXED BUT CHARACTERISED BY UNEVEN GLOBAL GROWTH AND POLITICAL EVENTS SUC...

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Currencies

Value Move %
GBP/EUR
1.1349 -0.0023 -0.2023%
GBP/NOK
10.5855 -0.0032 -0.0302%
GBP/SEK
10.8165 -0.0080 -0.0739%
GBP/USD
1.3589 +0.0014 +0.1009%

Stocks

Value Move %
FTSE 100
7263.90 -8.05 -0.11%
FTSE 250
17256.76 +133.35 +0.78%
FTSE 350
4035.42 -8.03 -0.20%
FTSE All Shares
3863.35 -34.14 -0.88%
Dow Jones
0 -100%
Nasdaq
6422.693 -33.351 -0.517%