Meet the Advisers

Michael Jones – Director

Michael founded the company in January 2003, after working previously in the financial services industry as a financial adviser for 13 years. His aim was to offer his clients unbiased independent financial advice, without the constraints or sales target pressures associated with larger organisations. Putting the clients interests first as opposed to the companies has paid dividends, and business has thrived. Michael believes that people prefer the personal touch, which leads to a trust developing between adviser and client, enabling a long term business relationship to develop. Michaels financial services qualifications include IFS Diploma for Financial Advisers, FPC, MAQ, CF9, CeLM and Dip AFA.

Craig Allen – Independent Financial Adviser

Craig joined the company in 2007, having spent the last 16 years as a financial adviser for a large financial services company. He is now looking forward to offering his clients independent financial advice, using the whole of the market to source products and solutions to meet their needs. He has developed a good business relationship with his clients, and has a wealth of experience in dealing with people's financial needs. Craig holds the FPC and MAQ qualifications.