Our Team

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Barry Alder
Independent Financial Adviser

Barry has been in the Financial Services Industry for 37 years, working as an Independent financial adviser for the past 14 years. Living and working in Shepperton, but with clients from a wide surrounding area.


With a great range of experience, he advises on:


investments
pensions
savings
protection - life, critical illness, key person, and income protection
inheritance tax planning

  • Our Team

    Bhav Patel BSc Hons CeMAP
    Director. Mortgage & Protection Advice. Mergers & Acquisitions.

    Andy Rowe
    Director & Chartered Independent Financial Adviser
    Marcus Blase
    Independent Financial Adviser

    Raj Sharma
    Mortgage Adviser

    Richard Sheret
    Independent Financial Adviser. Pension Specialist.

    Victoria Trapitsyna
    Adviser

    Dina Patel

    Kelly Thomas
    Administrator

    Tina Patel
    Accounts

    Amit Nakum
    Paraplanner

    Franck Gogua
    Paraplanner

    Jayan Patel
    Trainee Mortgage Broker

    Tara Ricker
    Receptionist

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