Jan Oliff

Jan set up this firm in 1992 in Bristol following
on from an already successful career in financial services.

She is passionate about client service with a high level of ethics.

As a highly qualified financial planner she has many maturer clients whom she has advised over many years with regular annual reviews.

It is this total care approach that is part of the reason that clients continue to use her service over such long periods.

Call me on 0117 904 2831

Michael France


Adviser
and also the Firm's
Business Manager.

Michael has a Masters in Mathematics and provides us with a comprehensive research facility to match that of even the largest of firms.

He has a strong interest in and detailed knowledge of Sustainable and Ethical Investment.

He also manages the efficient running of our administration.

Call me on 0117 929 1994