Michael Forward formed the company in 1999 originally to specialise in arranging mortgages and equity release arrangements. He also provides advice about care fees planning and is an accredited member of SOLLA.
Andrew Smith joined the company as a Director in 2005. He is a pensions consultant specialising in annuity purchase, pension drawdown and pensions transfer analysis. He also provides advice where a pension sharing order is made as part of a divorce settlement. He is an associate member of Resolution.
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