With a background in Engineering, Brian has been a Financial Adviser since 1994 and has worked for several of the larger insurance companies, a bank and a stockbroker.

He has expertise on all aspects of Financial Planning and has additional qualifications to advise on specialist areas such an Equity Release schemes, long term care and mortgages. Married with three grown-up children, Brian lives in Milton Keynes.

Robert is a Chartered Financial Planner. He has been in the Financial Services industry for almost 20 years and has been advising clients for 15. Having previously worked with both accountants and solicitors, Robert has extensive experience of dealing with a wide range of financial planning areas and specialises in advising private clients on lump sum investments and retirement planning.

Robert is also the firm’s Pension Specialist and is authorised to advise on a range of specialist areas such as Occupational Pension Transfers and Opt – outs.

Samantha graduated from the University of Liverpool in 2003 and then joined the Royal Navy. After leaving the Navy, she decided she would like to work in an environment that didn’t make her seasick all the time! She has been in the Financial Services industry since 2009, starting off as a paraplanner and progressing to adviser. She quickly obtained the CeFA and CeMAP and has completed the study for her diploma. She intends to obtain chartered status as soon as possible.

Samantha is able to advise on all areas of financial planning including mortgages, personal and business protection, investments and pensions. She is based at the Milton Keynes branch.