| Authorised and Regulated by the Financial Services Authority. |
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 WILLIAM (BILL) DALLING, B.Sc.(HONS), ACII, CHARTERED INSURANCE PRACTITIONER joined the firm as a Partner in January 1990 following 13 years’ senior experience in all aspects of investment and pension business with Scottish Widows' Fund. He gained his degree at Edinburgh University, and as a "canny Scot" is well versed in the "careful management of financial resources". He became an Associate of the Chartered Insurance Institute in 1994. |
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 ANDREW ANDERSON, MLIA (Dip) started his working life in chemistry, where he gained his Licenciateship in Analytical Chemistry before joining the Life Assurance profession in 1990. He joined the firm in the Autumn of 1993 following a successful period as a Consultant with the J. Rothschild Partnership. Andrew advises on many aspects of personal financial planning concentrating on investment and estate planning as well as keeping up to date with all current mortgage matters. |
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 TREVOR BUCKLE, MA, FCII, CHARTERED FINANCIAL PLANNER joined the firm in 1998, after 14 years at Standard Life. After graduating with a degree in Modern History and Economics from St. Andrews University he taught for seven years before working for Barclays Life Assurance Company. Trevor deals primarily with individual and corporate investment and pension planning and was elected a Fellow of the Chartered Insurance Institute in 1990.
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 GORDON TAYLOR, Dip PFS joined the firm in January 2004. He started his career in financial services with Clerical Medical, spending 22 years with them. At Clerical Medical Gordon held management positions in central London and latterly Liverpool. Gordon deals mainly with individual and corporate investment as well as pension and estate planning.
More Team Members Here >> |
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