Neil Mumford
Neil Mumford has spent his entire career in Financial Services, firstly with National Westminster Bank and over the past 22 years as an Independent Financial Planner specialising in Wealth Management, Retirement and Estate planning with particular expertise in dealing with clients at or near retirement.
Neil is a regular contributor to Citywire publication New Model Adviser and consumer publications Shares Magazine and Investors Chronicle and AOL website Daily Finance.
Neil is a Chartered Financial Planner and is a member of the Chartered Insurance Institute.
David Hatton
David Hatton has over 20 years experience as a financial planner and apart from Wealth Management he specialises in advising corporations and entrepreneurs. He has particular specialist knowledge and experience in director and employee remuneration strategies and advising on protecting key employees within organisations. He is a member of the Chartered Insurance Institute.
Having known each other since 1990, Neil and David started to work together in 1998 and focus on ensuring that they provide the best solutions for their client's financial planning needs.
Debbie Tomlinson
Debbie heads up the administration team helping to support Neil and David in providing a first class service to their clients. Debbie has extensive experiance in financial services having worked with Independent financial adviser firms Millfield Partnership and Bates Investment Services. She has worked with Neil since 2001 and holds Chartered Insurance Institute exams FPC1 and 2