Meet The Team!
Welcome to the financial team. here you can see who our advisers and admin staff are so you can understand who we are.
Service Name
This is a Paragraph. Click on "Edit Text" or double click on the text box to edit the content and make sure to add any relevant information that you want to share with your visitors.
Service Name
This is a Paragraph. Click on "Edit Text" or double click on the text box to edit the content and make sure to add any relevant information that you want to share with your visitors.
Service Name
This is a Paragraph. Click on "Edit Text" or double click on the text box to edit the content and make sure to add any relevant information that you want to share with your visitors.
Service Name
This is a Paragraph. Click on "Edit Text" or double click on the text box to edit the content and make sure to add any relevant information that you want to share with your visitors.
Service Name
This is a Paragraph. Click on "Edit Text" or double click on the text box to edit the content and make sure to add any relevant information that you want to share with your visitors.
Service Name
This is a Paragraph. Click on "Edit Text" or double click on the text box to edit the content and make sure to add any relevant information that you want to share with your visitors.
Director
Financial planning Adviser
Ben Fenton
Director
Non-Selling Principle
Paul Fenton
Mortgage and Protection Adviser
Jason Behan
Ben Fenton Is our new director and Financial planning Adviser at our firm. With his fresh outlook on the financial world, he is the best point of call regarding your pension, Investment or Inheritance tax planning.
01460 68222
With over 20 years of experience in the industry, Jason Behan is our head mortgage broker in the company. He is here to make sure you get the experience you need with looking at every part of your situation and give you the right deal for you. Jason gives friendly advice on all types of mortgages.
01460 68222
With over 40 years of experience, our none selling principle is the founder and managing director who has now taken a step back from advising and is planning his own retirement.
01460 68222
Mortgage and Protection Adviser
Louise Staple
Louise staple has over 25 years of experience in the financial industry and focuses on protection and equity release. Louise is enthusiastic to help you in whatever way is needed and put you facing in the right direction.
01460 68222
Finanical Adviser
Bruce Wilkins
Bruce Wilkins CeMAP DipFA is our new fully qualified financial advisor who is based in our Penzance office.
Bruce is experienced in the financial services industry with over 10 years of expertise.
With his warm hearted manner, he will always go above and beyond to make sure you receive the right
advice to secure your financial future.
07825046920
Administrator
Jack
Read
Jack Read has been working within the business for 2 years in the administration department, along side training to become a registered advisor himself. With his warm and tentative manner, he is your first point of call for any information or updates you may need regarding your mortgage or protection policies.
01460 68222
