EXPERIENCE, KNOWLEDGE AND DEDICATION

Our team

Our dedicated team combines specialists in financial planning, insurance underwriting and broking. We have the experience and expertise required to ensure we find the right solution for your needs.

All of our advisers are committed to ongoing professional development. This dedication to learning ensures our knowledge is up-to-date with the latest thinking and approaches to solving today. Our regular interaction with providers enables us to contribute to new product developments and help shape the future of the industry.

Leadership

Alex Gibson-Watt

MANAGING DIRECTOR

020 7681 8792
[email protected]

Paula Steele

DIRECTOR

020 7681 8796
[email protected]

Dan Garcia

DIRECTOR

 020 7681 8789
[email protected]

David Pollock

CHAIRMAN

020 7681 9043
[email protected]

Nicholas George

NON-EXECUTIVE DIRECTOR

[email protected]

Advisers

Michelle Cartwright

INTERNATIONAL INSURANCE SPECIALIST

020 7681 8795
[email protected]

Ken Maxwell

BROKER

 020 7681 8800
[email protected]

Anthony Seward

SPECIALIST EQUITY RELEASE ADVISER

 020 7681 8790
[email protected]

Jonathan Morris

JUNIOR BROKER

 020 7681 8794
[email protected]

Underwriting

Darren Lee

HEAD OF UNDERWRITING AND CLAIMS

[email protected]

Adviser Support

Lynn McGrane

HEAD OF OPERATIONS

 020 7681 8793
[email protected]

Michelle Fenton

ADVISER SUPPORT

 020 7681 9047
[email protected]

Laurence Wilson

OPERATIONS SUPPORT

 020 7681 8791
[email protected]

What we do

Explore our services

Inheritance planning

Life insurance is one of the most straightforward and cost-effective ways to preserve the value of your estate

Personal Protection

Are you confident that your family will be provided for should you be unable to work through illness or death?

Business protection

One of the greatest threats to your business is the loss of a key individual we empower you and your business by ensuring continuity.

International Insurance

Are you are resident outside of the UK or non-UK domiciled? Our local knowledge with a global understanding ensures you receive the specialist advice you need.

INSURANCE-BASED INVESTMENT PRODUCTS (IBIPS)

EXPERT ADVICE ON A BENEFICIAL INVESTMENT OPPORTUNITY AND INSURANCE PROTECTION.

Equity Release

THERE ARE MANY ALTERNATIVE EQUITY RELEASE ARRANGEMENTS AVAILABLE THAT ALLOW YOU TO ACCESS YOUR PROPERTY WEALTH WITHOUT HAVING TO MOVE.

Speak to us

Our website will give you a flavour of the advice we provide – if you would like to talk to us for more information, please contact one of team who will be happy to assist.

[email protected]
Ormond House, 26-27 Boswell Street, London, WC1N 3JZ
+44 (0) 20 7633 2222