About Us

Terry Brimble Dip (PFS), Cert CII (MP)
Terry is a partner in the business and has been in the financial services industry since 1995.

He has a Diploma in Financial Planning, and specialises in personal and corporate solutions.

In his spare time, Terry enjoys music, especially singing and playing the piano. He also arranges local fundraising events.

 

Paul Jansen BA (Hons), Dip (PFS)
Paul is a partner in the business and has worked in financial services since 1997.

He has a BA (Honours) degree from Bristol, and a Diploma in Financial Planning, and specialises in Pensions and Investments.

In his spare time, Paul enjoys triathlons, music and golf, and has arranged for the business to sponsor several sporting groups across the South West and Wales.

 

Dave Allinson BA (Hons), Dip (PFS), Certs CII (MP & ER)

Dave is a partner in the business and has worked in financial services since 2001 gaining experience and knowledge across all areas of financial planning.

He has a BA (Honours) degree from the University of Southampton, a Diploma in Financial Planning, and certificates in Mortgage and Equity Release advice. Dave specialises in corporate financial planning including Automatic Enrolment, group pensions and business protection.

In his spare time Dave enjoys spending time with his young family and rallying cars.