Our Consultants

Wayne Neville General Manager

Wayne Neville

General Manager/Executive Consultant

Email Wayne Neville

Matt Hodges Financial PLanner Chartered

Matt Hodges

Financial Planner Chartered ALIBF

Email Matt Hodges

Andrew Jamieson Chartered Financial Planner

Andrew Jamieson

Chartered Financial Planner

Email Andrew Jamieson

Mark King Executive Consultant

Mark King

Executive Consultant Dip PFS CCBI

Email Mark King

Owen Tucker Chartered Financial Planner

Owen Tucker

Chartered Financial Planner

Email Owen Tucker

Susie Watkins Branch Co-ordinator

Susie Watkins

PA/Branch Co-ordinator (Cheltenham)

Email Susie Watkins

News Feed

31/1/2026

Phone lines stay open as tax return deadline looms

More than one million people missed the deadline a year ago, according to HM Revenue and Customs.

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.
Read more