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We stand for High Quality Service and Advice.
We understand that everyone's different, and that's why our financial planning approach is as individual as you. We know the financial side of life can be complex and that's why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide high quality advice services and practical pathways to help you achieve the life you want.
With us, progress means development. Financial and life planning that helps you to navigate life's financial complications, free of financial ambiguity and safe in the knowledge that the professional team is at your side, every step of the way.
Our team are normally happy to meet at a day, time and location that is most convenient to you. In the current exceptional COVID circumstances meetings can be arranged virtually. All meetings are usually arranged by prior appointment with initial consultation at our expense.
Our team have over 100 years experience in providing financial advice.
Jeff Dopson, the Principal, has a wealth of experience in personal and commercial finance. He had 30 years experience working with a Major Global Bank before entering the Intermediary market in 2004. His knowledge and experience will help guide and support you through the whole experience of buying, re-mortgaging or financing a property plus guiding you through the various options for protection.
Barry Warner, is an Associate Adviser and joined the team in 2016 after 30yrs with a major High Street lender. He is passionate about providing a High Quality Service to clients and with his experience in dealing with mortgages at all levels brings another dynamic to the team with excellent knowledge of lender requirements and advising on protection options.
Suman Nanda joined the company in 2012 after 38 years with a Major Global Bank. Sue provides valuable support paraplanning support to the principal during any mortgage or protection application. Sue is multilingual.
Kapil Modhavdia joined the team in November 2021 and supports the Principal with all mortgage and protection applications. Is multi lingual and manages the office on a daily basis. Has a wealth of practical experience providing customer service having worked in his family business before moving to Hounslow.
Koyel Chakladar has rejoined the team in March 2022. Koyel has her CeMap qualification and has worked with Heritage previously. She is now part of the support team as she works to gain market place experience and move to become a fully qualified adviser. Works closely with the principal in finding solutions for clients and managing though to completion.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE(S).
