Tony Ferns
A financial adviser for over 35 years, Tony is dedicated to helping his clients achieve their financial goals in a friendly and professional manner throughout their journey. Along with his professional achievements, Tony is well known for his wit and friendly demeanour. His clients, many of whom have become good friends, describe him as personable, […]
Steve Wood
Steve joined the industry in 1987 as a Financial Adviser with Abbey Life. In 1989 he won the National Award ‘Adviser with under two years’ experience’ and became a branch manager with ‘Manchester Central’ in 1990. He went on to become Branch Manager of Chester, looking after 55 advisers and a total annual income of […]
Richard Kay
With over 20 years in the industry, Richard provides a personalised and comprehensive wealth management service taking time to fully understand each of his clients’ specific needs and long-term objectives. He has significant experience across all aspects of financial planning, and places his clients’ financial wellbeing at the very heart of his thinking. Away from […]
Martyn Grimley
Specialising in wealth management, Martyn has 32 years of experience in retail and commercial financial services. His passion for detail, quality and accountability can be seen in the close, confidential financial relationships he has developed with his clients. Martyn communicates with them regularly, ensuring proactive decisions can be planned which he believes is key to […]
Bryce Ferns
Bryce decided he would like to follow in his father’s footsteps and become a Financial Adviser. Before he commenced his qualifications to take on this role, he enjoyed travelling around Southeast Asia, Australia and New Zealand. During his time in financial services, he has built up specialist technical knowledge and advises on every area of […]