Meet the team

Neil Rossiter

Chartered & Certified Financial Planner, Chartered Wealth Manager

Simon Cutler

Director & Financial Planner

Emma Hamilton

Independent Mortgage & Protection Adviser

Charlie Wright

Financial Planner

David Blair

Investment Support Assistant

Annette Ball

Investment Paraplanner

Gaby Arey

IFA & Mortgage Administrator

Beth Clausen

IFA & Mortgage Administrator

Lisa Rossiter

Finance Assistant

USEFUL CONTACT
Emma Hamilton
Independent Mortgage Adviser

Request a call back...

LEIGH - TAUNTON
Accurate, friendly advice...

“My wife and I were 1st time buyers. David and his colleagues removed a lot of stress and provided much needed experience to the process.

When we had submitted the paperwork for the mortgage and subsequent life insurance/income protection, David and his team were invaluable for chasing the other parties, solving issues (of which there were quite a few!) and generally took a large portion of stress away from us. I would thoroughly recommend using David and his company.”