Our People

“You can’t put a price on integrity and trust ...

...the foundation stones for a strong relationship”

Mike Marigold MIFP Cert PFS

Director

Tel; 01225 777999

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Paul Greaves APMI CFPCM

Chartered Financial Planner

Tel; 01225 777999

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Fax; 01225 755355

Key vacancy ...

Financial Planning Assistant required

We are looking for a career focused Graduate (2.1+) with a background in Maths, Economics & or Business Studies to join our dynamic financial planning practice.

Sound like you? >>

Contact us for more information

Preparing for retirement

Have you thought about your retirement plan?

A powerful seminar for dentists in association with the BDA. Featuring Mike Marigold

Find out more>>

MTA clinical applications & Tax and Wealth Management

Useful seminar for dentists on 'How to save tax and increase your investment returns in uncertain times'

Featuring Mike Marigold

Find out more>>

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