DIRECTOR & FINANCIAL ADVISER

Alistair enjoys breaking down the complex and scary world of finance so that clients can make informed decisions that enable them to get the most out of what life has to offer. To keep his professional standards up, Alistair is a member of the London Institute of Banking and Finance, the Chartered Financial Analyst (CFA) Institute UK and the Initiative for Financial Wellbeing. Outside of work, he enjoys charitable work, volunteering as a Business Advisor for Young Enterprise, and being a Dementia friend. At the weekend Alistair follows the Formula One and enjoys rare trips to the Golf course, where he remembers why he doesn’t play it regularly!

DIRECTOR & FINANCIAL ADVISER

Having worked in financial services for almost 30 years, Louise prides herself on offering good quality and client centred advice. Having taken a break from advising to bring up her family, she continued to work with other Independent Financial Advisers, ensuring that she remained abreast of the many changes which the financial services sector has experienced. Louise believes this has helped to ensure her knowledge and understanding remains relevant and is the basis of the service she is proud to offer her clients today. Outside of the office Louise enjoys reading, walking in the New Forest, watching her sons play cricket and increasingly babysitting her grandchildren.

DIRECTOR & FINANCIAL ADVISER

Stephen has been advising clients on mortgages for over 30 years. He specialises in arranging mortgages for the Self Employed and Company Directors as well as employed clients. In addition to this, he can arrange Regulated Equity Release mortgages. He has a wealth of knowledge on advising clients on protection both to support clients borrowing and also family protection. Stephen is also an Associate Member of the Institute of Professional Willwriters and offers our Will Writing Service which includes Will Trust and Lasting Power of Attorney work. Away from work Stephen can be found cheering on Watford FC at Vicarage Road - as a lifelong fan he has seen the team through their many lows and occasional highs!