Helping you navigate the road ahead
Dominic Bowers
BA(Hons) DipPFS
Director / Adviser
Dominic boasts over 30 years of industry experience, having obtained a degree in Financial Services from University. Throughout his career, he has built considerable expertise in assisting both individual corporate clients, particularly during his role as a Senior Employee Benefits Consultant at one of the UK's largest IFA groups.
This background has provided him with a thorough understanding of various financial planning aspects, enabling him to advise on pensions, tax-efficient investments, and financial protection, in addition to consulting for corporate clients. Currently, Dominic is working towards achieving Chartered status in planning.
Darren Taylor
DipPFS CeMAP
Director / Adviser
I have many years of experience in the industry and have worked every step of the way. My goal always remains the same, no matter what type of client I'm working with. Simply put, I strive to understand your position to give you an accurate picture of your financial situation. Doing so allows you to operate with less stress and greater understanding.
Steve Howard
Chartered Financial Planner
Financial Adviser
Steve is fully qualified, by examination, as a Chartered Financial Planner with over 30 years financial services experience in a wide variety of roles from consultancy to senior management at a PLC.
Key qualifications include:
• Fellow of Chartered Insurance Institute
• Associate of Personal Finance Society
• Chartered Financial Planner
Steve's varied experiences in the financial services industry have given him very broad knowledge and skills in an extensive range of both general and specialist financial planning areas. He is particularly experienced in advice to high net-worth clients with complex planning needs and is very adept at managing the various competing tax mitigation and investment strategies needed to drive out the most efficient and highest levels of net income. This skill set applies to all higher net-worth clients but a particular area of experience for Steve is working with entrepreneurs selling their businesses, with the strategies needed to maximise the tax efficiency of capital withdrawal from the business and then the need to convert significant capital sums generated from a business sale into tax-efficient income streams for the future.
Suzy Leech
Senior Administration / Paraplanner