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Our Approach
Initial meeting
Working out your goals
Research and Analysis
Financial plan and Recommendations
Implementation
Monitor and Review
Private Clients
Retirement Planning
Estate Planning
Investment Planning
Protection Planning
Corporate Clients
Corporate Pensions
Auto-enrolment
Group Life and Protection
Corporate Investment
Research Tools
Market Data
Protection Comparison
Savings Calculator
Pension Calculator
Inheritance Tax Calculator
About
Team
Testimonials
Contact
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Home
Our Approach
Initial meeting
Working out your goals
Research and Analysis
Financial plan and Recommendations
Implementation
Monitor and Review
Private Clients
Retirement Planning
Estate Planning
Investment Planning
Protection Planning
Corporate Clients
Corporate Pensions
Auto-enrolment
Group Life and Protection
Corporate Investment
Research Tools
Market Data
Protection Comparison
Savings Calculator
Pension Calculator
Inheritance Tax Calculator
About
Team
Testimonials
Contact
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Team
A little about us...
Adam Jerreat DipPFS
Director
John Burchett DipPFS, Cert CII(MP)
Director
David Bauldreay BSc, APFS
Chartered Financial Planner
Duncan Buck MifsDipFA
Island Financial Strategy LLP, Managing Partner, Appointed Representative of Prosperity (GB) Ltd
