| Haydn Lewis is the Company Director. Haydn is a fully qualified Independent Adviser (IFA), and specialises in investments and clients portfolios together with basic retirement planning and the purchase of retirement annuities. Whether it is a possible inheritance tax issue or saving for your child’s future, Haydn will give you good advice about how to make your money work best for you. |  |
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| Julie Smith is a qualified IFA, specialising in Mortgage and Protection. A wealth of knowledge and experience with over 17 years in the Financial Services industry. If you’re thinking of getting a mortgage or are looking for redundancy, accident and sickness cover which would enable you to continue to support your family should you not be able to work – think of calling the expert first. Julie can look at the whole market place, and not just one Company’s products – to find the best deal for you. |  |
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| Emma Hammonds is a fully qualified IFA, and covers all areas of financial planning. Emma also undertakes the role of Haydn’s P.A. Emma is able to get quick quotes for you on such things as income protection, critical illness cover and life cover. Emma also keeps you up to date with how your investments are doing by compiling your personal annual review – let her watch the stock market on your behalf. |  |
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| Laura Thomas has started her training to become a qulified IFA. Her current role is to assist Haydn in client reviews and client administration. | |
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