Our Approach.


We provide a highly developed and personal service to all our clients, no matter what their size or premium spend.

Our Ethos.


We are a family run and client focussed practice. We take pride in what we do within our community.

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Meet the Team


We have expertise in every aspect of the financial and insurance industry.

Terry Hodges


Managing Director

Jane Hodges


Company Secretary

Ben Hodges


Director

Financial Services

Sue Moon


Consultant

Christine Winslade


Mortgage Advisor

Adam Beadle


Paraplanner

Wendy Porter-Ward


Administration

Insurance Services

Phil Robinson


Director

Justin Barber


Account Executive

Sam Porter-Ward


Commercial Account Manager

Karen Seager


Account Manager

Parhys Bell


Account Administrator