Meet the team

Mark-Edley2

Mark Edley

Mark has 25 years of experience within the industry and prides himself on providing a personalised, no nonsense approach to his clients. This ensures that his clients’ remain loyal to him and the level of recommendations he receives are testament to his qualities, manner and approach in offering financial advice. Mark is well known throughout the area, having lived locally all his life. Mark is a member of the Chartered Insurance Institute and has attained a Diploma in Personal Financial Services, entitling him to use the letters DipPFS after his name.



John-Rochford2

John Rochford

John has 20 years of experience within the industry. He has many loyal clients who have dealt with him for much of that time and often deals with different generations of the same family. He offers a personalised service, ensuring that everything is properly explained and understood. Regular contact, through annual reviews, coupled with trust, are amongst the main reasons why John is very well thought of by his clients. Like Mark, he has lived locally all his life. John is a member of the Institute of Financial Services and has obtained the Diploma for Financial Advisors, entitling him to use the letters DipFA after his name.



Top 10 reasons to use an IFA

  • Business protection
    My business needs protecting should anything happen to key employees.

  • Buy to let mortgage
    I’m looking at a second property as an investment.

  • House purchase
    I need mortgage advice.

  • Investments
    I wish to maximize tax efficiency.

  • Inheritance tax
    I wish to look at ways in which I could save tax.

  • Portfolio investment advice – I’m not getting the level of service I need on my existing investments.

  • Investment income – I need to provide additional income.

  • Pension advice – I wish to build up a fund to produce income, when I retire.

  • Retirement advice – I wish to make the most of my pension funds as I’m retiring.

  • Guaranteed investments – I have money in the bank, but would prefer not to take risks.