3rd Floor Rosemary House, North Road, Lancaster, Lancashire, LA1 1LU
The company has two directors, husband and wife Duncan and Tracey Hall who formed the company in March 1998.
Tracey takes care of the day to day running of the office in her role as Office Manager and Duncan is the Level 4 qualified Financial Adviser within the company who has over twenty eight year's experience within the financial services industry:
. (1984-86) Financial Adviser with Wesleyan & General Assurance Society.
. (1986-1995) Financial Adviser with Prudential Assurance Company.
. (1995-1998) Financial Adviser with Bradford & Bingley Building Society.
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