Partners

Ray Duke
- Advanced Diploma in Financial Planning (APFS)
- G60 Pensions
- Award in Pensions Update

Katrina Duke
- Diploma in Financial Planning (DipPFS)
- Certificate in Mortgage Advice
- G60 Pensions
- K10 Retirement Options
- K20 Pension Investment Options
- J07 Supervision in a Regulated Environment

Adam Norman
- Advanced Diploma in Financial Planning (AFPS)
- Chartered Financial Planner
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
- Award in Pensions Update
- BA (Hons)

Taylor Duke
- Advanced Diploma in Financial Planning (APFS)
- Chartered Financial Planner
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
- Certificate in Paraplanning
Administration Team & Paraplanners

