Investment Gives Firm a Platform for Growth
Read the full article at Western Morning News.
Matthew Clark
March 18, 2013
Read the full article at Western Morning News.
We are delighted to welcome Leah Thorne as part of the team to lead our client services. Leah has extensive experience of client liaison and delivering high quality administration.
We are delighted that Matthew Clark is working with family mediation company, Compass Resolution.
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.
Read more…
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.
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.