News and Blog

1st February 2013

New Offices at Exeter Golf and Country Club

We are excited to open our doors to new clients from our offices at The Greenkeepers Cottage at Exeter Golf and Country Club in Exeter.

1st March 2013

Jenny Ives Joins the Team

We are delighted to welcome Jenny Ives on board as a Chartered Financial Planner. Jenny brings to the company a wealth of experience and will be leading our advice with regard to Women in Business.

15th March 2013

Matthew Clark Joins South West Mediation Team

We are delighted to work with South West Mediation to be able to apply our financial and pension planning expertise within a collaborative framework, so clients can get the information they need and consider the financial implications of different possible solutions.
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15th March 2013

Matthew Clark is Working with Compass Resolution

We are delighted that Matthew Clark is working with family mediation company, Compass Resolution.