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Our History view full history
Current Office in The Cresent, Taunton
Old Office in Castle Street, Taunton
Bridge Street Office
Hannah joins the team
Rebranded in 2009
Dan joins the team
Station Road Office
Jess is our processing manager. Her role involves processing through our clients applications and keeping in touch with our clients. It is important to us that we have a long term relationship with our clients and we are always on hand to help update your financial arrangements.
Andy leads our team and has worked in the financial services industry for over twenty years. He is fully qualified and has a wealth of experience in this field. Andy has built up strong, long term relationships with many of his clients. His specialist areas of advice are wills/estate planning, residential and commercial mortgages.
Dan is Andy and Deb’s son. Dan started in financial services back in 2005, after graduating from University. He became a fully qualified adviser in 2006 and has built up a large client portfolio. His specialist areas of advice are insurance and residential mortgages.
Deb is Andy’s wife. Deb has worked with Andy for over 15 years and is an office administrator and case processor.
Our faithful companion; better at sleeping than financial planning; likes his biscuits.
K Reeves, 2017