Leading Individuals

With the assistance of John Pratt, Managing Partner, Geoff Coulson set-up the team some eight years ago. With a 30 year background in financial services, Geoff joined the practice following a long managerial career with The Prudential.

Teaming up with the Wills, Trusts & Probate team, the financial advisers provide a vital link to clients who require unbiased and impartial independent financial advice on the financial products best suited to their needs.

Stewart Thompson, focuses on the provision of business financial planning for the practice's sizeable commercial client base.

Sheila Storey brings valuable mortgage expertise to the team, meeting the need for independent mortgage advice. Sheila works particularly closely with both the Conveyancing and Property Sales teams.

why not check out our dedicated site for financial planning
www.mortgages-investments.co.uk