 |
 |
Peter and Nick are supported by a dedicated team of individuals who each have many years’ experience in the profession. The team focuses on delivering a highly personalised and professional service to our clients.
| Steve Filby Steve is our Client Services Manager and has been in the profession for over twenty years. His knowledge and experience is invaluable in ensuring that our clients receive the highest possible levels of service and customer care, Steve holds the Diploma in Financial Planning. He also assists Peter and Nick with preparing and implementing customer recommendations and investment reviews. In his spare time Steve relaxes by watching football. |
|
|
|
Stewart Woods Stewart has been in the financial services profession for over thirty years. He specialises in the servicing of our corporate clients, ensuring the smooth running of numerous complex company pension plans and other benefit schemes. His experience in this area means our clients can focus on running their own businesses rather than worrying about their employee benefit schemes. Outside of work, Stewart enjoys scouring second-hand bookshops and is particularly interested in Second World War history. |
|
|
Bridgette Simmons Bridgette is a holder of the ACII qualification and gained much of her experience working for a major life assurance company. She is very involved in our Lifestyle Financial Planning service and also on the corporate side, where she works closely with Stewart. In her spare time, Bridgette is a film addict and an avid supporter of football (as played by Crystal Palace). |
|
|
Graham Long Graham is an accomplished organist and also enjoys overseas travel. |