Our Consultants

Wayne Neville

General Manager/Executive Consultant

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Matt Hodges

Financial Planner Chartered ALIBF

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Andrew Jamieson

Chartered Financial Planner

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Mark King

Executive Consultant Dip PFS CCBI

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Nigel Murphy

Executive Consultant

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Louie Recine

Executive Consultant

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Thomas Roberts

Financial Planner

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Owen Tucker

Chartered Financial Planner

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Mark Williams

Executive Consultant

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Susie Watkins

PA/Branch Co-ordinator (Cheltenham)

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News & Views

January 30, 2026

Leaving a Financial Legacy: Tax-Efficient Estate Planning for Your Family

Planning to pass wealth to the next generation? Discover how estate planning and onshore investment bonds can help reduce inheritance tax and protect your financial legacy.
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Our Consultants

Wayne Neville

Matt Hodges

Andrew Jamieson

Mark King

Nigel Murphy

Louie Recine

Thomas Roberts

Owen Tucker

Mark Williams

Susie Watkins

News Feed

Plan ahead and dress wisely: How to minimise add-on costs when you fly

News & Views

Leaving a Financial Legacy: Tax-Efficient Estate Planning for Your Family