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Our opening hours have changed... Our office and telephone lines are now open from 8:45am to 5pm from Monday to Thursday. On Fridays, our opening times are 8:45am to 12:45pm.
About us.
Originally formed in 2005, our growth has been completely organic, based entirely upon our reputation for highly professional and personable financial advice and word-of-mouth recommendations from other happy clients and professional connections.
Vision, mission & values
@ guys - do we want these here?
Meet the team:
(split into advisers & support staff once pictures done)
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Damian Watkins
Amy Woolcott
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Paula Bond
Financial Adviser
Director & Chartered Financial Planner
Meet Damian >
Director & Chartered Financial Planner
Meet Paula >
Meet Amy >
More to be added once approved:
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