| Adviser | Branch | Services |
|---|---|---|
| Mark Chapman | Cranfield, Bedfordshire | Personal & group pensions Tax planning & estate planning Pension choices at retirement Investments for individuals, companies and trusts Protection for individuals, companies and directors Lump sum investments Pension transfer Mortgages Equity release |
| Norman Stevenson | Pinner, North West London | Personal pensions Tax planning & estate planning Pension choices at retirement Protection for individuals, companies and directors Lump sum investments Long term care planning Equity release |
| Lorna Caldecott | Witney, Oxfordshire | Personal & group pensions Tax planning & estate planning Pension choices at retirement Investments for individuals, companies and trusts Protection for individuals, companies and directors Lump sum investments Pension transfer |
| Ella Whelan | Cranfield, Bedfordshire | Mortgages for individuals and companies Re-mortgages Further advances Secured loans Protection for individuals, companies and directors. Bridging finance Equity release |
| Tom Stevenson | Pinner, North West London | Lump sum investments Regular savings Personal pensions Pension choices at retirement Equity release Protection for individuals, companies and directors |
