ABOUT US

"Players win games, teams win championships."
Bill Taylor (1929-2011)


WHO WE ARE

Miriam Summers
Administrator

Miriam has worked in the financial industry for approximately seven years. She started her career in Wills and Estate planning when leaving school and completed an apprenticeship in Customer Service and Business Administration. Since then, Miriam has worked in the insurance industry and the financial services sector in varied positions.

In her spare time Miriam enjoys spending time with loved ones, including her two pet cats.

OUR FEES


We seek to achieve a fair reward for the work we do. We are not cheap, nor are we expensive, what we are is exceptional value for money.

We offer a brief initial consultation to new clients at no cost to them. Every fee package will be different depending upon the amount of work we do and the level of ongoing service provided. Be assured that written fee proposals will be provided in advance and will always be agreed with you beforehand.

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MISSION STATEMENT

To provide you with the right advice and guidance at the right time, in a friendly and efficient manner.

JOHN DONEY | MANAGING DIRECTOR