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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.
Our PeopleAmy DedmanAssociate Director, AdviserView our people
Our PeopleSteve WoodhamSenior Pensions Manager
Steve runs our specialists Pensions Team and is a member of the Association of Member Directed Pension Schemes (AMPS).
He uses his extensive experience in member directed self-invested pension funds to assist Member Trustees to ensure that they meet their responsibilities and duties. This includes all reporting requirements, providing technical support to Trustees and other professionals, ensuring their pension complies with legislation.