Trust, expertise and the very helpful human element combine to provide and excellent service.
We are proud to announce that Keri Carter won the Tony Sellon 'Good Egg' award at the recent Chartered Institute of Securities and Investments conference. Keri said "I’m absolutely delighted to have received this award especially as this is the second time I have been awarded it. Presented in recognition for my contribution to the Financial Planning profession, this is particularly special to me as when the award was first presented, I was responsible for buying the original trophy! I am passionate about true Financial Planning and the promotion of it to others and so to be recognised for my contribution makes me very proud."