About Our Team
Our strength lies in our relationships with our clients, and that's all about the people of South Yorkshire and the North Midlands. We have been established for over twenty five years and have kept many of our original clients through to today. Its all down to our team of dedicated, friendly Independent Financial Advisers who between them have over seventy years of combined experience providing clients with a wide range of Financial Advice.
David Cooke CERT PFS
The Managing Director - David has over thirty years of experience advising clients. His specialist areas are Investments & Pensions(where he holds the G60 Advanced Pensions Qualification), and is vastly experienced in advising on SSAS, SIPP, EPP, GPP, COMPS, Transfers and Income Drawdown.
Paul Cuffling CERT PFS
Director/Independent Financial Adviser - Paul's specialises all aspects of Financial Advice including Pensions, Investments, Protection, Equity Release, Long Term Care Planning & Wills. He has been an IFA for over fifteen years and has recently become a Director of the firm.
Linda Maule CERT PFS
Independent Financial Adviser/Mortgage Adviser - Linda has recently joined us from the Abbey and she has had over twenty five years experience advising clients on all aspects of financial planning but has latterly concentrated on the Mortgage Consultants role she enjoys.