financial adviser, independent financial adviser Trowbridge, Bradford on Avon, Westbury, Warminster, Wiltshire, Bath ~ mortgage adviser, independent mortgage adviser Trowbridge, Bradford on Avon, Westbury, Warminster, Wiltshire, Bath ~ investment advice Trowbridge, Bradford on Avon, Westbury, Warminster, Wiltshire, Bath ~ Chartered financial Planner Trowbridge, Bradford on Avon, Westbury, Warminster, Wiltshire, Bath ~ financial advisor, independent financial advisor Trowbridge, Bradford on Avon, Westbury, Warminster, Wiltshire, Bath ~ mortgage advisor, independent mortgage advisor Trowbridge, Bradford on Avon, Westbury, Warminster, Wiltshire, Bath

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Meet The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

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    (01225) 308370            07766662330

    Richard Salter

    Chartered Financial Planner - Senior IFA

    Richard is an Associate of the Personal Finance Society and amongst the first thousand advisers in the country to attain the coveted Chartered Financial Planner accreditation. Specialising in retirement planning, inheritance tax mitigation and investment portfolio management Richard has been advising clients for 22 years.

    Richard is a firm advocate of holistic, and fully independent,...

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    (01225) 308371            07917363767

    Michael Lees

    Independent Financial Adviser

    Michael has 23 years experience as a Financial Adviser both as  a personal and corporate adviser. Michael feels that the importance of holistic financial planning plays an important part of clients needs now and in the future. He feels clients should look towards a relationship with their adviser which involves all areas of financial needs.

    Michael is a family man and has two children...

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    (01225) 851002            07766 722961

    Martin Jones

    Independent Financial Adviser

    Martin boasts more than twenty-five years as a fully qualified independent financial adviser.

    Specialising in Mortgages and Insurance based Protection lines of business Martin has years of experience finding the right funding solutions for his clients and ensuring that ill-health or even death don’t ruin the careful balance we all seek securing our home for ourselves and our families....