Rebecca Harbrow
Rebecca Harbrow, Company Director and Chartered Financial Planner
Tel. 0207 429 0279
Rebecca provides holistic financial advice to clients ensuring services are tailored to their requirements. Her expertise includes inheritance tax planning, pensions, investments, mortgages, business and personal
family insurance protection. Rebecca has experience working with a wide range of clients which include financiers, professionals, business owners and wealth management
Sarah Creek
Sarah Creek, Mortgage Adviser
Tel. 0207 429 0279
Sarah provides expert guidance to clients who range from first time buyers to portfolio landlords. She works closely with clients to understand their needs and arrange suitable funds on the best terms. Her services also ensure that clients are well informed of insurance services available by recommending suitable plans.
Cara Jackson
Cara Jackson, Client Relationship Manager
Tel. 0207 429 0279
Cara is responsible for developing strong relationships with clients ensuring their trust in our services. She dedicates time to ensuring clients requirements are well communicated and adequately satisfied. Her experience and knowledge ensure clients are confident in our services and our promise to deliver excellence.
Lauren Walsh
Lauren Walsh, Mortgage and Protection Adviser
Tel. 0207 429 0278
Lauren provides tailored advice to clients who range from first time buyers to portfolio landlords. Lauren makes sure she completely understands her clients’ needs. This ensures Lauren can guide them on the best products that suit them. Lauren’s services include reviewing the risks her clients might face and making sure they have solutions in place so they never lose their property.

Personal Finance

The Quilter Investment Platform achieved record gross flows in March 2021 exceeding monthly sales of £1bn for the first time, according to Q1 results.
The Financial Conduct Authority has proposed the introduction of a flat fee upon principal firms for each of their appointed representatives.
The cost of living rose to 0.7% in March, from 0.4% in February, as fuel, transport and clothes prices increased.
Residents haven’t been updated by housing association Optivo and our properties are near worthless