Within our Practice, we can draw on over 30 years of financial services experience.
We specialise in meeting the financial needs of our clients whilst offering a high level of personal service and face-to-face wealth management advice, which is backed by the St. James's Place guarantee .
The Managing Director, Robin Tindale, is a Chartered Financial Planner , a member of SOLLA and holds Financial Planning qualifications in relation to Pension Planning, Investment Planning and Tax Planning. He has over 20 years of financial services experience and prides himself on building and maintaining trusted long term client relationships.
The Society of Later Life Advisers (SOLLA) is a not for profit organisation, created in 2008, to meet the need of consumers, advisers and those who provide financial products and services to the later life market. The Society's aim is to ensure that consumers are better informed about the financial issues of later life and can find a fully accredited adviser quickly and easily.
SOLLA ensure that all the advisers have fully satisfied all criteria to become an accredited adviser. This means peace of mind and assurance that the advice you are given is from an Adviser who has proved they have specialist knowledge of the sector.
Read more about Our long term care service .