Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Penny enjoys travelling and has taken to keeping the Motorhome stocked and ready for 'quick getaways' whenever possible. She is a keen gardener and loves the fresh air.
Chris, married to Penny for 32 years and with three sons, enjoys trying to sail his windsurfer, going away in his Motorhome with Penny and tries to fit in a skiing trip each year. He also enjoys road cycling as often as possible and likes to walk with Penny at weekends.
Luke lives with wife Sophie, daughter Ella, and two cats. He enjoys automotive engineering and extreme sports; when he’s not in the office he can usually be found on the bike or under the bonnet.
Fully qualified to provide Regulated Advice in all areas of Financial Planning, Mike specialises in Investments, Inheritance Tax Planning and Long Term Care issues, working closely with other local Professionals in the Plymouth and surrounding area.
He is married to Sharon and has three grown up children. He is a keen sportsman, managing and coaching football teams locally, and playing golf and tennis.
Mike enjoys walking his dog and collecting antiques and paintings, (though his wife calls this 'clutter'!).
Sue is an Independent Financial Advisor with 28 years of experience in advising clients on their financial needs. Sue began her career in accountancy and entered the financial services industry in 1989 with Pioneer Mutual. Within a few years Sue became an independent adviser based in Plymouth, Devon. She continues to look after the many clients she has met since 1989.
Sue has taken the full Financial Planning Certificate and subsequent papers, including savings and investments, pensions, long term care and taxation exams, and continues to improve her knowledge by studying on a regular basis.
Sues strength is the ability to listen to and identify clients needs as proved by the high number of clients that recommend her to their family and friends.
Sue is married with two grown up children, and when not working enjoys spending time with her family, and is a keen walker. Sue raises money for her favourite charities, Muscular Dystrophy and St.Lukes by completing many of the charity challenges and walks.
Simon is married with two grown up children. In his free time he enjoys swimming, water polo, cycling and surfing. He is also a volunteer for Horizons Sailing Charity in Plymouth, which helps disadvantaged young people and those with additional needs to lean to sail.
Julia lives with her partner Andy and has two grown up daughters. She is a keen tennis player and runner, and enjoys spending time with her family, socialising with friends and holidays in the sun!.
Cheryl is married to Mark and has two young boys and a killer cat!
She enjoys being outdoors with the family, mountain biking, body boarding and riding roller coasters. To relax, Cheryl likes reading, photography, listening to music and gardening.
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