Who we work with
EXCELLENCE ACROSS THE BOARD
Rather than pass our valued clients on to the lottery of the open market, we prefer to work with a team of trusted friends and colleagues whom we can recommend with confidence. The businesses within this network are equally committed to delivering a high quality service, and who's outlook on customer engagement is congruent with our own. People are referred to and from colleagues in this network with no commissions having been exchanged.
Stephan delivers professional website design and digital marketing services to start-ups and established businesses. At Bizmedo, a holistic approach is used for your online presence, ensuring you not only have a professional and high quality representation online, but are also successfully being found by your target market.
Amy has worked in Financial Services for over 23 years, qualifying as a Mortgage and Protection Adviser in 2002. Providing a professional yet personal and trusted service, Amy's priority is to know and understand her clients individual needs to ensure the best mortgage and protection solutions are recommended
CLEAR AS DAY PRODUCTIONS
Clear As Day is a full service creative film and corporate video production company based in Bristol and London. Dan and his team create inspiring branded content and promotional videos, coupled with targeted marketing campaigns that engage your audience, drive sales and give you the maximum return on your investment.
Based in The Cotswolds, Oakridge Financial Partners provide bespoke, face to face financial advice to corporate and private clients across the southern half of the UK. Delivering trusted and transparent solutions, Robin can advise clients who need to build and preserve capital, plan for retirement, protect against risk or reduce inheritance tax liabilities.
WATSON & CO
Mark has owned and managed mortgage broking businesses since 2002. Watson & Co use their industry contacts and expertise to match individuals with tailored mortgage and protection products from a selection of the best – while keeping things as simple as possible for the client.
Working in partnership with Bennett Gould, Tom offers a high quality personalised service in order to design a comprehensive insurance and risk management programme covering the entirety of an
organisation's professional indemnity and related insurance needs. Simcox Brokers are proudly independent, enabling a truly cross sector offering.