South West and Wales Financial advisers

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.

Andrew Pethick

Andrew PethickMortgage & Protection Specialist

Jan O'Neil

Jan O'Neill Mortgage, Equity Release and Protection Specialist

Steve Whittingham-Jones

Steve Whittingham-Jones Financial Planning Consultant - Dip PFS

Laurence Braime

Laurence Braime Financial Planning Consultant

Richard Driver

Richard Driver - DipFADeceased

Please contact us and we will put you in touch with Laurence Braime who is now looking after Richard's clients.

Ian Kendall

Ian Kendall - DipPFS Deceased

Please contact us and we will put you in touch with Steve Whittingham-Jones who is now looking after Ian's clients

Richard Bruty

Richard Bruty - DipPFS Retired

Please contact us and we will put you in touch with Steve Whittingham-Jones who is now looking after Richard's clients