Kathleen Grant's History

Kathleen is our office Manager, with over 25 years experience in high quality customer service and is responsible for the smooth running of our office in Grantley Street. Kathleen’s aim is to provide our clients an open environment to express their individual needs, safe in the knowledge our team will support and manage their financial planning.

Other Team Members

Christopher Doak


David Flavell

Dip PFS & CeMap

Gillian Doak


Iain McQueen

Cert OFS