Our advisers
Our advisers and admin. staff are highly qualified. Between them they boast many years in financial services and a wide range of knowledge and experience leading to specialisms in many areas.

All our advisers are members of the Institute of Financial Planning and are committed to its code of conduct and ethics. Marlene Shalton, founder and director, is a Certified Financial Planner, a Fellow of the Institute of Financial Planning and has long promoted the professionalism and integrity in providing financial advice.

You can be assured of our commitment to a quality of service that can only be attained by having highly qualified and respected advisers and staff members.

About Us

advisers

Who are we

Vacancies

.Interested in talking to us?
Contact us on 029 2056 0020 or complete the email form to arrange an exploratory meeting and our experts will explain how we can help you. .