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Our team of trusted and professional financial advisers based in the South West of England and Wales will help you make informed choices about financial strategies for you and your family.
Please contact us and we will put you in touch with the adviser that is now looking after Richard's clients
Please contact us and we will put you in touch with the adviser that is now looking after Ian's clients
I started in the financial services industry with Schroder’s in 1984 aged 32. Moving to Allied Dunbar, Zurich and finally Blueprint and Intrinsic Financial Planning Ltd.
With 29 years experience I have built up a client bank with personal introductions from clients in South Wales, Bristol and London who are mainly in the private sector. In 2012 he obtained a level four qualification (DipFA) which is a professional qualification for Financial advisers.
Ian is based in Cornwall between Falmouth & Truro. I moved to financial services in early 1995, dealing predominantly with clients in the South-West but with clients across the country. I advise on all areas of finance including investments, pensions, protection and mortgages.
About Richard - Financial Planning Consultant - The Quezal Group
I entered the financial service industry in 1992. I cover all areas of financial planning including pensions, investments, mortgages and protection and pride myself in providing a personal service to my clients. Although based in Plymouth I will cover the Devon, Cornwall and south Somerset area. I was awarded the accolade of professional advisor of the year in 2010 by my host network Intrinsic Financial services.
About Andrew - Mortgage & Protection Specialist
I have been in the world of finance since 1990 and have given clients advice in the Devon and Cornwall area during this time.
I believe all clients regardless of background deserve quality advice with customer service at the heart of everything that I do.
About Jan - janoneillmortgages.co.uk
I offer a first class mortgage service from initial consultation, through application to formal mortgage offer.
I'm able to offer my clients the most suitable mortgage deals available, choosing from thousands of different mortgages to find the perfect option for them. I genuinely care for their best interests. As a result, much of my business comes to me as referrals. Something I am very proud of.
About Thomas - janoneillmortgages.co.uk
Tom has worked in financial services for a number of years both for some of the most popular mortgage lenders and now advising people on the most suitable mortgage for their needs.
Although Tom provides advice on all mortgage and protection needs he specialises in helping first time buyers purchase and stay in their new homes. He understands the stresses that come with buying and believes the right advice can ensure purchasing a property doesn’t need to be overwhelmingly stressful.
About Steve - firstname.lastname@example.org
I have worked as a Financial Adviser for the past ten years. My experience ranges from advising expatriates in South East Asia and Kazakhstan to working for the National Farmers Union Mutual in Cornwall and Devon.
I cover all areas of Financial services but particularly specialise in Investments and Pension planning both personally and for business.
My spare time is spent with my wife, 3 year old daughter and our crazy Cocker Spaniel, exploring the incredible coastline in our little boat.