About Us

About Our Team

Our strength lies in our relationships with our clients, and that is all about people. Our company has grown over the last 30 years by keeping many of our original clients. This is due to our team of dedicated, friendly partners and excellent support staff.

Michael Fenton CERT PFS CeMAP CeRER

Michael has 32 years experience as an Independant Financial Advisor and is a fellow of the Life Insurance Association.  He holds the Chartered Insurance Institute's Financial Planning Certificate and the Advanced G60 Pensions Certificate. 

Paul Lesner CERT PFS CeMAP CeRER

Paul is 49 years old and has 20 years experience as an Independant Advisor.  He is a member of the Life Insurance Association.  He holds the Chartered Insurance Institute's Financial Advisor's Competance Certificate, the Financial Planning Certificate FP3, the Institute of Financial Services Certificate in Mortgage Advice and Practice and the Certificate in Regulated Equity Release.  He can offer advice across the spectrum of Financial Services.  He also has 10 + years experience and an in depth knowledge of the residential property market and conveyancing procedures.  

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