Meet the team

Sean Larner DipFA MIFS
Financial Planner / Director 

Sean has over 25 years experience in financial services working closely with clients over the years to help them achieve their financial goals and objectives. He provides advice on all aspects of financial planning including protection, investments, pension planning and mortgages. Sean’s Key areas of expertise are investment and retirement planning.

Anthony Stephenson DipFA MIFS
Financial Planner / Director 

Anthony has 20 years experience as a financial planner with over 15 of these years offering his clients Independent Financial Advice. Whilst qualified to a level allowing wide ranging financial planning, Anthony’s Key areas of expertise are Pension Funding options and Investment Planning, this also encompassing Pension Income options and Inheritance Tax Planning.

Craig Barrett DipPFS
Financial Planner / Director 

Advising clients since 1989, Craig has a great deal of experience in all areas of financial planning. He holds additional qualifications that enable him to specialise in mortgages, Taxation and Trust matters including Inheritance Tax and advice on Equity Release arrangements. Craig places emphasis on the benefits of forming long term relationships with his clients.

John Armstrong DipFA MIFS
Financial Planner 

John has over 27 years experience in financial services providing a first class service to clients over that period. John’s expertise covers all aspects of financial planning. He has built long term working relationships with his clients over the years to enable them to meet their financial objectives.