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) 308367            07973270519

    Neil Bradley

    Independent Financial Adviser

    Neil started his career in the Financial Services Industry in 1987.  After 11 years of working for a major life assurance company where he reached Team Manager status and qualified for their prestigious “Salute to the Stars” event, awarded only to the top advisers in the UK, Neil eventually joined the Independent Financial Adviser fraternity.

    Neil has worked as an Independent Financial...

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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...