Martin Holcroft

I am an Independent Financial Adviser in Newport, Monmouthshire.  I have over 40 years’ experience in financial services. Although I’m based in Newport I provide financial advice to clients throughout Gwent, Wales, Dorset, Somerset, Cornwall, Devon and across the Home Counties. I am qualified in most aspects of financial planning, but specialise in dealing in…

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Neil Aspinall

I am an independent financial adviser in Aberdeen and throughout Aberdeenshire, with over 25 years’ experience in the financial services industry. I started providing financial advice in 2003 and have a wealth of experience in providing clients with individual financial solutions to meet their own needs and goals. As an Independent Financial Adviser, I provide…

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David Young

I am an independent financial adviser in Falkirk, with almost 30 years’ experience in the financial services industry. I provide a fee based financial planning service with a key focus on investment planning, pensions, tax-efficient investments and Inheritance Tax planning.  As an IFA I am able to provide advice from the whole of the market.…

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Frank Orlinski

I am an independent financial adviser in Wetherby, with over 40 years’ experience in the financial services industry helping my clients make the most of their money and achieve their financial goals. I am committed to building and sustaining long-term client relationships based on trust, superior service and the quality of my initial and ongoing…

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Gordon Lowrie

I am an independent financial adviser in Cumbernauld, with over 32 years’ experience in the financial services industry. I offer a bespoke advisory service to individuals and businesses aimed at growth and protecting wealth. Some of my specialties include Retirement, Investment, Protection and Inheritance Tax Planning. I provide a personalised independent financial advice service in…

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Kim Brand

I am an experienced independent financial adviser in Bishop’s Stortford, with over 25 years’ experience in financial services, specialising in providing pension, investment and protection advice. As an independent financial adviser (IFA), I can offer advice across the whole of the market for my clients, to ensure my recommendations are best placed to suit the…

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Sam Teller

I am an Independent Financial Adviser in Bristol and have worked in financial services for over 20 years, specialising in pensions, investments, equity release and protection. I run a financial planning and advice business which allows clients to receive advice on the best financial solutions for their needs, whether this be individuals, couples or corporate…

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Guy Jenkins

I am a Chartered Financial Adviser in Hereford with over 30 years’ experience advising both personal and business clients. As an independent financial adviser (IFA),  I am able to provide financial advise from the whole market across a range of areas including pensions, investments, Inheritance Tax planning, equity release and protection. I work in a…

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Karl Vidak

I am an Independent Financial Adviser in Denny with a wealth of experience, having started in the Financial Services industry as a financial adviser in 1999. My aim as a financial adviser is to simplify a complex industry, in a way that makes sure you achieve your financial goals. I specialise in Retirement Planning, Pensions,…

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Emily Davies

I am an Independent Financial Adviser in Abercynon and have worked in the industry since 2007. I pride myself on providing financial advice in a clear and easy to understand way. I can provide financial advice across all areas of investments, pensions, life insurance and critical illness. Building good and long-lasting client relationships is at…

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Martyn Brown

I am an independent financial adviser in Broadstone with over 27 years’ experience in the financial services industry. My success and wealth of experience has helped me to better understand the needs and goals of my trusted clients. My areas of specialty range from financial protection advice, investments, Inheritance Tax planning, Estate Tax migration and…

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Brian Munroe

I am an independent financial adviser in Bournemouth, Dorset and have worked as a financial adviser for almost 30 years. I have gained a wealth of experience working with both large global financial institutions and smaller regional adviser businesses. My areas of specialty include Retirement Planning, Pensions, Investments and Savings Strategy, Family Protection, Inheritance Tax…

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