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Financial advice you can trust

4.9/5 Rating on Google 
Our clients consistently rate us highly for expert advice, outstanding service, and delivering results.
CONTACT USOUR SERVICES

Mortgages | Investments | Wealth Management | Pensions | Protection | Equity Release

Our Pension & Investment Advisers

Alex Hudson

Financial Planner
DipFA, CeMAP, CeRER
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"I pride myself on providing clients with clear and understandable solutions to their needs and maintaining client relationships over the long term."
ABOUT ALEX

Charles Boyd

Financial Planner
DipPFS, CertSMP, Cert CII (MP & ER)
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"I take the time to thoroughly understand my client's financial situations, providing tailored advice that helps them achieve a secure retirement."
ABOUT CHARLES

Clare Cheeseman

Mortgage & Financial Planner
CeMAP, DipFA, BSc
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"I help my clients from start to finish with their financial needs, I strive to ensure that all my clients are provided with the most suitable and competitive options to achieve their financial goals."
ABOUT CLARE

Chris Milczarek

Financial Planner
MLIBF, DipFA
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"I am dedicated to providing comprehensive pension reviews, helping clients looking to maximise their retirement benefits and achieve 
financial peace of mind."
ABOUT CHRIS

Daniel Pyle

Financial Planner
MLIBF, DipFA, CertLTCP
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"By staying up-to-date with the latest pension regulations and trends, I ensure my clients receive the most relevant and effective advice."
ABOUT daniel

Dean Fermie

Financial Planner
DipFA, CeMAP
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"I believe in a client-first approach, always prioritising their best interests when advising on pension transfers and consolidations."
ABOUT dean

James Black

Chartered Financial Planner
BA (Hons) APFS, Cert CII (MP)
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"As a Chartered pension adviser, I provide expert, personalised guidance to help clients make informed decisions about their retirement planning and pension management."
ABOUT james

James Grant

Senior Partner & Financial Adviser
Chartered ALFBF
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"James specialises in retirement planning, investment strategies, and tax-efficient wealth growth, guiding clients through the complexities of financial markets. He also provides expert advice on defined benefit planning, ensuring tailored solutions for long-term financial security."
ABOUT james

Mike Smith

Financial Planner
DipPFS
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"As a specialist in pension transfer and consolidation, I provide personalised guidance in view to help clients aiming to optimise their retirement savings and simplify their pension arrangements."
ABOUT MIKE

Mark Hurst

Mortgage & Financial Planner
DipPFS, CeFA, CeMAP, CeRER
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"As a whole-of-market mortgage adviser, I offer expert guidance on a range of mortgage products to secure the most suitable rates. I pride myself on gaining long-term relationships with my clients, built on transparency, trust and helping them succeed financially."
ABOUT Mark

Paul Janes

Director & Financial Planner
DipPFS, CertCII, CeRER
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"I take pride in my staff delivering a professional and timely service, with the primary focus on creating a bespoke plan for clients to help them achieve their financial goals. That plan is then monitored to ensure goals are achieved and any changes that are required are dealt with promptly."
ABOUT PAUL

Neil Adams

Financial Planner
DipPFS
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"I aim to help my clients identify and achieve their long-term financial goals, with a focus on tax efficiency over their lifetime."
ABOUT NEIL

Olivia Rowell

Mortgage & Financial Planner
DipPFS, CeMAP
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"One of the most important aspects of my role is providing a professional and timely service to my clients from start to finish and I am here to help with any queries my clients may have."
ABOUT OLIVIA

Trevor Wallbridge

Senior Financial Planner
CeMAP, DipFA
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"I took great satisfaction in not only helping clients achieve their goals, but also helping them get back on track with their finances."
ABOUT TREVOR

Will Ashley

Financial Planner
DipFA, CeMAP, CeRER
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"I prioritise building strong, trusting relationships with my clients, offering personalised mortgage advice that aligns perfectly with their long-term financial goals."
ABOUT Will

Looking for a financial adviser near you?

We offer a free, no-obligation initial consultation to discuss your financial needs; available by telephone, video call, or face-to-face.
BOOK YOUR FREE APPOINTMENT HERE

Our Mortgage & Protection Advisers

Lewis Reynolds

Protection Adviser

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"My goal is to ensure that every client is properly protected, giving them peace of mind for whatever the future may hold."
ABOUT LEWIS

Alex Hudson

Financial Planner
DipFA, CeMAP, CeRER
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"I pride myself on providing clients with clear and understandable solutions to their needs and maintaining client relationships over the long term."
ABOUT ALEX

Angie Cosh

Financial Planner
DipPFS, Cert CII (MP & ER)
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"I particularly pride myself on my ‘hand-holding’ support to First Time Home Buyers, as they negotiate their way towards collecting the keys to their new home."
ABOUT ANGIE

Charles Boyd

Mortgage & Protection Adviser
DipPFS, CertSMP, Cert CII (MP & ER)
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"I take the time to thoroughly understand my client's unique financial situations, providing tailored advice that helps them achieve their property goals"
ABOUT CHARLES

Christine Poynter

Mortgage & Protection Adviser
MAQ
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"I can arrange all types of mortgages for clients, First Time Buyers are my favourite, helping them get on the property ladder and explaining and leading them through the process."
ABOUT cHRISTINE

Clare Cheeseman

Mortgage & Protection Adviser
CeMAP, DipFA, BSc
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"I strive to ensure that all my clients are provided with the most suitable and competitive options to achieve their mortgage and protection goals and I pride myself on maintaining on-going relationships with all my clients."
ABOUT clare

Mandy Puntis

Mortgage & Protection Adviser
CeMap, MBA
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"As a qualified mortgage adviser, I can offer you expert knowledge of the mortgage market and ensure you find the correct solution and product to match your needs and situation."
ABOUT mandy

Mark Hurst

Senior Partner & Mortgage Adviser
DipPFS, CeFA, CeMAP, CeRER
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As a whole-of-market mortgage adviser, I offer expert guidance on a range of mortgage products to secure the most suitable rates. I pride myself on gaining long-term relationships with my clients, built on transparency, trust and helping them succeed financially.
ABOUT mark

Olivia Rowell

Mortgage & Protection Adviser
CeMAP, DipPFS
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"One of the most important aspects of my role is providing a professional and timely service to my clients from start to finish and I am here to help with any queries my clients may have."
ABOUT olivia

Tracy Farrington

Mortgage & Protection Adviser
CeMAP, CeRER
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"When clients come to see me, I pride myself in delivering a professional, knowledgeable, friendly, excellent and honest service whilst maintaining good client relationships."
ABOUT tracy

Tim Meiris

Mortgage & Protection Adviser
CeMAP
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"One of my biggest attributes is listening to what the client wants and matching this to what is available for them in this ever-changing marketplace."
ABOUT tim

Will Ashley

Mortgage & Protection Adviser
DipFA, CeMAP, CeRER
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"I prioritise building strong, trusting relationships with my clients, offering personalised mortgage advice that aligns perfectly with their long-term financial goals."
ABOUT will

Looking for a mortgage adviser?

We offer a free, no-obligation initial consultation to discuss your financial needs; available by telephone, video call, or face-to-face.
BOOK YOUR FREE APPOINTMENT HERE

Our Admin Staff

Jade Knight

Paraplanner

Tracy Anjidani

Paraplanner

Georgia Wade

Relationship Manager

Kieran James

Relationship Manager

Lewis Reynolds

Relationship Manager/ Protection Adviser

Holly Giles

Office Manager

Abbey Smith

Financial Services Administrator

Olivia Nelson

Financial Services Administrator

Ellie Coker

Financial Services
Aministrator

Bruce Tomlinson

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Jo Hebb-Smy

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Freya Wright

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Faith Ashley

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Lillie Williams

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Lauren Chaplin

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Oscar Bayley

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Jake Davies

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Max Ashley

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Millie Tudor

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Inheritance Tax Planning, Trusts, Tax Planning, Estate Planning, Will Writing & Powers of Attorney are not regulated by the Financial Conduct Authority.

Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166
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