About us

The Company was launched in May 2013 with a direct vision to offer a unique, personalised service with a traditional approach, aligned with core values whilst maximising modern day technology.

Daniel White – Certs CII (MP & ER) Cert SMP

Managing Director [email protected]

Helen Rayson

PA to Dan White [email protected]

Kate Lott – CeMAP

Mortgage & Protection Advisor [email protected]

Elizabeth Harris

Compliance Consultant

Rebecca Richards

Compliance Consultant