Meet the team

Sean Larner DipFA MLIBF
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 MLIBF
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 Dip PFS Cert (MP & ER)
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.

Want to know more?

Call us on 01484713151 or email at