About Us
Meet the Consultants
Richard Todd
Richard has over 27 years experience in the Financial Services Industry and specialises in Pensions and Investment Planning. He holds the advanced Professional Investment Certificate and is qualified to advise on Pension Transfers.
Steve Allen
(Mortgages)
Steve has been in the industry over 18 years and specialises in Mortgages. He also deals with most other aspects of Financial Planning and holds the Financial Planning Certificate and the Cemap Mortgage Qualification.
Derek Heaton
Derek has over 25 years experience in the Financial Services Industry, initially with Legal and General and subsequently 15 years managing the Financial Services of a large firm of Yorkshire solicitors. He specialises in Investment and Inheritance Tax Planning.