Brian Skinner – Principal
Brian Skinner, principal of the company has been actively involved in Financial Services in Teesside since 1980, providing financial planning & mortgage placement service for clients, resulting in continual repeat business & referrals from satisfied customers who are regarded as friends rather than clients. In May 2012, Brian attained the IFS Level 4 qualification for Financial Advice
Andrew Wetherell – Financial Adviser
Andrew Wetherell joined the company in 2001. Andrew was previously employed by Britannic Assurance as a Financial Adviser. He brings to the business over 20 years’ experience, predominantly in Life Assurance, Pensions, Savings & Investments, and in 2005 he attained the required mortgage qualifications to fully advise our clients in this area. In August 2011 Andrew successfully passed the exams of the Institute of Financial Services to reach; Level 4, Diploma for Financial Advisers. From January 2013, Andrew also became qualified to offer Equity Release advice.
Both Brian & Andrew hold the Institute of Financial Services “Statement of Professional Standing” which confirms that our advisers are qualified, have kept their knowledge up-to-date and follow a code of ethics.