Our Team
Philip Gee BSc DipPFS
Director and Financial Planner.
Phil started in financial services in 1991 after a career in Engineering. He is qualified to diploma level with the Chartered Insurance Institute, so is authorised to advise on pensions and investments as well as mortgages and life assurance. He is a member of the Personal Finance Society. His technical background allows him to excel in finding solutions to financial problems. When not working you will normally find him riding his bicycle.
Sarah Christie
Practice Manager
Sarah joined the team in January 2020. She has many years of experience in organising and developing financial services companies to help them become profitable and successful. She controls the compliance and administration aspects of the business as well as involvement in improving the service we offer to customers.
Richard started in financial services in 1987. He has a wealth of experience in advising on mortgages and protection. He is an Associate of the Society of Will Writers and is also qualified to advise on borrowing in later life.
Peter Zimmer-Smith. CeMAP
Mortgage Adviser
Peter began his career in financial services in 1982. He specialises in both residential and buy-to-let mortgages. He believes passionately in the role of life assurance as a cornerstone of financial planning for mortgages, family and inheritance tax mitigation.
Richard started in financial services in 1987. He has a wealth of experience in advising on mortgages and protection. He is an Associate of the Society of Will Writers and is also qualified to advise on borrowing in later life.
Bradley Allen CeMAP
Mortgage Adviser
Bradley joined us at the beginning of 2024 having changed career from IT customer service. He is very self motivated having taken and passed all of his qualifications prior to joining. He is a very quick learner and is loving his new choice of vocation. We predict a long and successful career for Brad.