To protect and grow client's wealth by providing ongoing and tailored advice based on our long term knowledge of our clients.
David Cumberland our Director is a Chartered Financial Planner and is an Associate of both the Chartered Insurance Institute (ACII) and Pensions Management Institute (APMI), and holds the Diploma in Personal Financial Planning (DipPFS).
“As small business owner I know what other small business need to focus on and it’s more than just the bottom line. Of course you want to look after your staff and we can help you do this by providing a range of options including medical insurance, income protection, life assurance and pensions.”
“I know too that you need to look after the needs of your family in the context of your business as like your staff they rely on you and your business for their livelihood.”
David and his partner share their home with two rescued lerchers who help them keep fit and active. The dogs Charlie and Lola have their own passports and travel with David and his partner on their annual holiday in France.
Simon Flint has over 30 years experience in Financial Services, advising on Corporate Financial Planning and Employee Benefits along with Individual Investment and Tax Planning.
Like David, Simon is an Associate of the Pensions Management Institute (APMI) and holds the DipPFS from the Personal Financial Society.
In between advising clients Simon enjoys golf, swimming and cycling. He and his wife have two sons with his eldest recently receiving his masters degree and his youngest having gained his Batchelors.