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Sally has been advising clients since 2001 and is passionate about helping clients to live the life of their dreams.
Sally works closely with her clients and their families to create a financial plan that gives them the peace of mind that they do not need to worry about their finances, allowing them to enjoy life and do the things that make them happy.
Andy is a Chartered Financial Planner and a Society of Later Life Advisers (SOLLA) accredited member. His expertise is in providing support and financial guidance at what can be an emotional time for individuals and their families. Dealing with a loved one needing care can be stressful and confusing, and often big decisions must be made at a crisis point.
Andy draws on over 25 years of experience to help people navigate the complexities of the care system and provide the information required to make informed financial decisions.
Our PeopleTim BlowersChartered Financial PlannerView our people
Our PeopleBeverley HodkinsonTax Manager
I have an extensive background in tax spanning over three decades. My professional expertise encompasses a wide spectrum of tax matters, with a particular focus on Capital Gains Tax (CGT), Inheritance Tax (IHT), and Trust planning.